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Phillip Signature India Portfolio

Phillipcapital (India) Pvt Ltd

233.44 CR AUM

Phillip Signature India Portfolio

Phillip Signature India Portfolio

Phillipcapital (India) Pvt Ltd

233.44 CR AUM

BSE 500 TRI
Benchmark
10yr 0mo
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
10yr 0mo
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 generate superior returns over medium to long term by investing in cherry picked stocks across Large, Mid and Small capitalization companies. The emphasis is to invest in a diversified portfolio of companies having good corporate governance, sustainable growth prospects, in emerging sectors and in turn around stories.

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
14.27%
1M benchmark return
10.35%
Alpha
3.92%
1M Wealth multiple
1.14x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
14.27%
1M benchmark return
10.35%
Alpha
3.92%
1M Wealth multiple
1.14x

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