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 10% Profit sharing above 8% Hurdle & 20% Profit sharing above 8% 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.

Phillip - Emerging India Portfolio

Phillip Capital India Pvt Ltd
Small AND Mid Cap

26
Out of 33*
Compare
Share

Portfolio age9 years

0.73%

2.18%

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

TRAILING PERFORMANCE

(As on 31/07/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (6.95%)

Allocation by Market Cap

Small Cap (50.02%)

Mid Cap (32.74%)

Large Cap (10.25%)

Sector Holdings

Automobile and Auto Components18.87%
Chemicals15.09%
Capital Goods14.73%
Information Technology11.04%
Financial Services10.6%

Stock Holdings

Tvs Motor Company Ltd.7.64%
Cash & Cash Equivalents6.95%
Coforge Limited5.74%
Kei Industries Ltd.4.83%
Syrma SGS Technology Limited4.69%

PORTFOLIO MANAGERS

Nishit Shah

Manager Rank37 Out of 44
i
Rank is based on 3-year return
Schemes Managed4
Total AUMUndisclosed
Highest Return In 1 Yr10.68%

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

1m 3m 6m 1y 3y 5y

table
Grid

Compare

Phillip - Signature India Portfolio

AUM (₹ Cr)

UNDISC.

Hurdle Rate

8.00%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

148 Out of 284

Fixed Fee

2.50%

Scheme Return

1.23%

Benchmark Return

2.18%

Phillip - Ethical India Portfolio

AUM (₹ Cr)

UNDISC.

Hurdle Rate

8.00%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

154 Out of 284

Fixed Fee

2.50%

Scheme Return

1.13%

Benchmark Return

2.18%

Phillip - Emerging India Portfolio

AUM (₹ Cr)

UNDISC.

Hurdle Rate

10.00%

Benchmark

S&P BSE 500 TRI

Category

Small AND Mid Cap

Category Rank

32 Out of 62

Fixed Fee

2.50%

Scheme Return

0.73%

Benchmark Return

2.18%

Income Builder Portfolio

AUM (₹ Cr)

UNDISC.

Hurdle Rate

No Option

Benchmark

Crisil Composite Bond Fund Index

Category

Debt

Category Rank

17 Out of 23

Fixed Fee

0.75%

Scheme Return

0.58%

Benchmark Return

0.07%

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)

UNDISC.

(As on Jul, 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

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.50%

Variable Fee

1.50%

Hurdle Rate

10.00%

Profit Sharing

10% Profit sharing above 8% Hurdle & 20% Profit sharing above 8% Hurdle

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INVESTMENT 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.