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Phillip Capital India Pvt Ltd
Phillip Capital India Pvt Ltd

Phillip Capital India Pvt Ltd

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AUM 1,020.44 Cr
(As on Oct, 2025)
No. of schemes4
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About Phillip Capital India Pvt Ltd

Phillip Capital India Pvt Ltd manages assets worth Rs 1020.44 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap, 1 Small And Mid Cap and 1 Debt schemes.

bt_logoPORTFOLIO MANAGERS

Nishit Shah
Nishit Shah
  • Schemes managed 4
  • Total AUM Undisclosed
  • Highest return in 1 year +11.75 %
Profile

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.

Vaibhav Singhal
Vaibhav Singhal
  • Schemes managed 1
  • Total AUM Undisclosed
  • Highest return in 1 year +11.75 %
Profile

Post-graduate with specialization in finance from Educatis School & ZCBI .More than 16 years of experience in Indian bond markets and banking .Worked with ICICI Bank in treasury and bond desks. Strong understanding of fixed income markets, origination and sourcing new debt papers and structuring debt term sheets.Finding top-notch issuers with appealing yields in the mid-market segment is our main goal. These issuers have a proven track record of profitability across market cycles & benefit from substantial shareholdings by major impact investors. They prioritize strong collection efficiency, cost management, a well-diversified client base, high NIMs, and robust digital infrastructure.

bt_logoFund Manager Interview Video

"Mutual Fund Investment Guide 2026 | Detailed Analysis & Ratings Of India’s Top Schemes
Mutual Fund Investment Guide 2026 | Detailed Analysis & Ratings Of India’s Top Schemes40:28
"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund19:21

bt_logoPMS SCHEMES

AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
110 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
28 Out of 53
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
229 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Crisil Composite Bond Fund Index
Category
Debt
Category Rank
7 Out of 15
Fixed Fee
0.75%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the total AUM managed by Phillip Capital India Pvt Ltd ?
The total AUM managed by Phillip Capital India Pvt Ltd is ₹ 1,020.44 crores
What is the total number of schemes managed by Phillip Capital India Pvt Ltd ?
The total number of schemes managed by Phillip Capital India Pvt Ltd is 4
What is the best performing PMS scheme of Phillip Capital India Pvt Ltd in 1 year ?
The best performing PMS scheme of Nippon Life India Asset Management Ltd in 1 year is Income Builder Portfolio.
What is the best performing PMS scheme of Phillip Capital India Pvt Ltd in 3 years?
The best performing PMS scheme of Phillip Capital India Pvt Ltd in 3 years is Phillip - Emerging India Portfolio