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Phillip Emerging India Portfolio

Phillipcapital (India) Pvt Ltd

26.84 CR AUM

Phillip Emerging India Portfolio

Phillip Emerging India Portfolio

Phillipcapital (India) Pvt Ltd

26.84 CR AUM

BSE 500 TRI
Benchmark
8yr 9mo
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
8yr 9mo
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
Fund manager

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.

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 tap the potential of small cap & mid cap companies that are expected to benefit from the wide range of opportunities arising in India. The emphasis is to invest in a diversified portfolio to generate returns over medium to long term.

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
16.45%
1M benchmark return
10.35%
Alpha
6.10%
1M Wealth multiple
1.16x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
16.45%
1M benchmark return
10.35%
Alpha
6.10%
1M Wealth multiple
1.16x

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