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Phillip Alpha Creation Equity Strategy
Phillipcapital (India) Pvt Ltd
193.04 CR AUM
Phillip Alpha Creation Equity Strategy
Phillipcapital (India) Pvt Ltd
193.04 CR AUM
BSE 500 TRI
Benchmark
7yr 2mo
Age
EQUITY
Strategy
AMC Charge: Upto 2.50% p.a.
Fixed Fees
AMC: 0 to 2.50% p.a.
Hurdle: 0 to 25%
Profit sharing: 1 to 30%
Variable Fees
1st year: Upto 3%
2nd year: Upto 2%
3rd year: Upto 1%
Exit Load
BSE 500 TRI
Benchmark
7yr 2mo
Age
EQUITY
Strategy
AMC Charge: Upto 2.50% p.a.
Fixed Fees
AMC: 0 to 2.50% p.a.
Hurdle: 0 to 25%
Profit sharing: 1 to 30%
Variable Fees
1st year: Upto 3%
2nd year: Upto 2%
3rd year: Upto 1%
Exit Load

nishit shah
Fund Manager
EQUITYStrategies
A triple graduate with specialization in finance and management . More than 19 years of experience in Indian equity markets and investment products . Worked with some of the most respected wealth management organisations and companies in India including Sushil Finance, AMSEC and Motilal Oswal . Having worked at both buy and sell side, he exactly understands how each of them works and how to stay ahead of the street. My guiding principle is crystal clear: ignore the noise in the macroenvironment, concentrate only on finding high-quality ideas, and retain the winners over the long haul. Additionally, having a focused portfolio is essential because excessive diversification is unmanageable and does not enhance a portfolio.
Purpose
To generate returns over medium to long term by creating a customised portfolio for each client by making investments which primarily comprise of equity shares and the funds may also fully or partially invest in units of mutual funds and/or debt instruments etc. A customised portfolio may be created for each client and it may completely different from that of the other clients.
Investment Approach v/s Benchmark Metrics
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Wealth Creation Calculator
1M IA return
7.61%
1M benchmark return
10.35%
Alpha
-2.74%
1M Wealth multiple
1.08x
Investment Approach v/s Benchmark Performance
2026
2026
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Login to see the live performance and return
Wealth Creation Calculator
1M IA return
7.61%
1M benchmark return
10.35%
Alpha
-2.74%
1M Wealth multiple
1.08x
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