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Phillip - Emerging India Portfolio
Phillip - Emerging India Portfolio

Phillip - Emerging India Portfolio

  • Phillip Capital India Pvt Ltd
  • Small AND Mid Cap
  • 24
    Out of 30*
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Portfolio age8 years, 7 months
1.77%
0.45%
Hurdle Rate**10.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 28/02/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (10.12%)
Allocation by Market Cap
Small Cap (42.22%)
Mid Cap (34.41%)
Large Cap (13.25%)
Sector Holdings
  • Capital Goods21.93%
  • Automobile and Auto Components19.18%
  • Consumer Durables10.68%
  • Information Technology9.71%
  • Chemicals8.22%
Stock Holdings
  • Cash & Cash Equivalents10.12%
  • Tvs Motor Company Ltd.8.09%
  • Coforge Limited6.47%
  • Endurance Technologies Limited6.06%
  • Apar Industries Ltd5.83%

bt_logoPORTFOLIO MANAGERS

Nishit Shah
  • Manager Rank32 Out of 39
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr12.06%
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.

Other Schemes
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Phillip - Emerging India Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
15 Out of 58
Fixed Fee
2.50%
Scheme Return
1.77%
Benchmark Return
0.45%
Phillip - Signature India Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
111 Out of 263
Fixed Fee
2.50%
Scheme Return
1%
Benchmark Return
0.45%
Income Builder Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Crisil Composite Bond Fund Index
Category
Debt
Category Rank
13 Out of 17
Fixed Fee
0.75%
Scheme Return
0.73%
Benchmark Return
0.88%
Phillip - Ethical India Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
139 Out of 263
Fixed Fee
2.50%
Scheme Return
0.49%
Benchmark Return
0.45%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Feb, 2026)
Inception Date
Aug 09, 2017
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50%
Hurdle Rate
10.00%
Profit Sharing
15% Profit sharing above 10% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

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 the medium to long term.

Investment Approach

Phillip Emerging India portfolio is a dynamic investment solution that targets the burgeoning opportunities within India’s emerging markets. This portfolio is specifically designed to capture the potential of rapidly growing sectors and companies in India, offering investors exposure to high-growth areas such as technology, consumer goods, and healthcare. With a forward-thinking approach and rigorous research process, the Phillip Emerging India portfolio seeks to capitalize on the country’s evolving economic landscape for investors seeking exposure to India’s emerging market potential.

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bt_logoPEER ANALYSIS

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Phillip - Emerging India Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
15 Out of 58
Fixed Fee
2.50%
Scheme Return
1.77%
Benchmark Return
0.45%
Emerging Leaders
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 58
Fixed Fee
2.50%
Scheme Return
4.83%
Benchmark Return
-0.51%
Magadh Capital - Future Stars
AUM (₹ Cr)
₹71.89 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 58
Fixed Fee
2.50%
Scheme Return
4.79%
Benchmark Return
0.45%
India Ascent Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 58
Fixed Fee
1.50%
Scheme Return
3.74%
Benchmark Return
0.45%
Accuracap - Picopower
AUM (₹ Cr)
₹403.50 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 58
Fixed Fee
2.50%
Scheme Return
3.49%
Benchmark Return
0.45%
Geojit - Advantage Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 58
Fixed Fee
3%
Scheme Return
3.02%
Benchmark Return
0.45%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Phillip Capital India Pvt Ltd
Phillip Capital India Pvt Ltd manages assets worth Rs 1028.53 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap, 2 Multi Cap And Flexi Cap and 1 Debt schemes.

AUM (₹ cr)

1,028.53 (As on Feb, 2026)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Phillip - Emerging India Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
15 Out of 58
Fixed Fee
2.50%
Scheme Return
1.77%
Benchmark Return
0.45%
Phillip - Signature India Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
111 Out of 263
Fixed Fee
2.50%
Scheme Return
1%
Benchmark Return
0.45%
Income Builder Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Crisil Composite Bond Fund Index
Category
Debt
Category Rank
13 Out of 17
Fixed Fee
0.75%
Scheme Return
0.73%
Benchmark Return
0.88%
Phillip - Ethical India Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
139 Out of 263
Fixed Fee
2.50%
Scheme Return
0.49%
Benchmark Return
0.45%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Phillip - Emerging India Portfolio?
The hurdle rate of Phillip - Emerging India Portfolio is 10.00%.
What is the fixed fee charged in Phillip - Emerging India Portfolio ?
The fixed fee charged in Phillip - Emerging India Portfolio is 2.50%.
What is the variable fee charged in Phillip - Emerging India Portfolio ?
The variable fee charged in Phillip - Emerging India Portfolio is 1.50%.
What is the profit sharing in Phillip - Emerging India Portfolio ?
The profit sharing in Phillip - Emerging India Portfolio is 15% Profit sharing above 10% Hurdle.
What is the minimum investment in Phillip - Emerging India Portfolio ?
The minimum investment in Phillip - Emerging India Portfolio is ₹50 Lacs
What type of scheme is Phillip - Emerging India Portfolio?
Phillip - Emerging India Portfolio is an Equity scheme. It falls in the Small AND Mid Cap category.
What is the inception date of Phillip - Emerging India Portfolio?
The inception date of Phillip - Emerging India Portfolio is Aug 09, 2017.
What is the exit load of Phillip - Emerging India Portfolio?
Exit load is 0%

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