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Phillip - Ethical India Portfolio
Phillip - Ethical India Portfolio

Phillip - Ethical India Portfolio

  • Phillip Capital India Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 112
    Out of 118*
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Portfolio age7 years, 12 months
1.53%
4.27%
Hurdle Rate**10%
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 31/10/2025)
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 (4.35%)
Allocation by Market Cap
Small Cap (40.97%)
Mid Cap (34.76%)
Large Cap (19.92%)
Sector Holdings
  • Capital Goods21.94%
  • Information Technology21.17%
  • Automobile and Auto Components14.58%
  • Consumer Durables12.2%
  • Fast Moving Consumer Goods12.05%
Stock Holdings
  • Tata Consumer Products Limited7.43%
  • Coforge Limited7.28%
  • Metro Brands Limited6.75%
  • SRF Ltd.6.61%
  • Schaeffler India Limited6.5%

bt_logoPORTFOLIO MANAGERS

Nishit Shah
  • Manager Rank162 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr11.75%
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.

Other Schemes
  • table
  • Grid
Compare
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
110 Out of 251
Fixed Fee
2.50%
Scheme Return
3.87%
Benchmark Return
4.27%
Phillip - Emerging India Portfolio
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%
Scheme Return
3.33%
Benchmark Return
4.27%
Phillip - Ethical India Portfolio
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%
Scheme Return
1.53%
Benchmark Return
4.27%
Income Builder Portfolio
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%
Scheme Return
0.73%
Benchmark Return
0.68%
*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 Oct, 2025)
Inception Date
Dec 12, 2017
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
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%
Profit Sharing
15% Profit sharing above 10% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

Invest in socially responsible companies and avoid companies that engage in activities that are deemed to be against beliefs. The emphasis is to invest in a diversified portfolio across market capitalization to generate returns over the medium to long term.

Investment Approach

The Phillip Ethical India portfolio is a unique offering that caters to investors seeking both ethical and Shariah-compliant investment options in the Indian market. This portfolio adheres to Shariah principles, ensuring that investments are made in accordance with the guidelines. It focuses on companies operating in sectors that are permissible, avoiding businesses involved in activities such as gambling, alcohol, and interest-based financial transactions.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Phillip - Ethical India Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
229 Out of 251
Fixed Fee
2.50%
Scheme Return
1.53%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*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 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.

AUM (₹ cr)

1,020.44 (As on Oct, 2025)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
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
110 Out of 251
Fixed Fee
2.50%
Scheme Return
3.87%
Benchmark Return
4.27%
Phillip - Emerging India Portfolio
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%
Scheme Return
3.33%
Benchmark Return
4.27%
Phillip - Ethical India Portfolio
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%
Scheme Return
1.53%
Benchmark Return
4.27%
Income Builder Portfolio
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%
Scheme Return
0.73%
Benchmark Return
0.68%
*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 - Ethical India Portfolio?
The hurdle rate of Phillip - Ethical India Portfolio is 10%.
What is the fixed fee charged in Phillip - Ethical India Portfolio ?
The fixed fee charged in Phillip - Ethical India Portfolio is 2.50%.
What is the variable fee charged in Phillip - Ethical India Portfolio ?
The variable fee charged in Phillip - Ethical India Portfolio is 1.50%.
What is the profit sharing in Phillip - Ethical India Portfolio ?
The profit sharing in Phillip - Ethical India Portfolio is 15% Profit sharing above 10% Hurdle.
What is the minimum investment in Phillip - Ethical India Portfolio ?
The minimum investment in Phillip - Ethical India Portfolio is ₹50 Lacs
What type of scheme is Phillip - Ethical India Portfolio?
Phillip - Ethical India Portfolio is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Phillip - Ethical India Portfolio?
The inception date of Phillip - Ethical India Portfolio is Dec 12, 2017.
What is the exit load of Phillip - Ethical India Portfolio?
Exit load is 0%

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