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Phillip - Signature India Portfolio
Phillip - Signature India Portfolio

Phillip - Signature India Portfolio

  • Phillip Capital India Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 98
    Out of 118*
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Portfolio age9 years, 6 months
3.87%
4.27%
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 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 (5.86%)
Allocation by Market Cap
Small Cap (33.23%)
Mid Cap (19.25%)
Large Cap (41.66%)
Sector Holdings
  • Financial Services14.79%
  • Capital Goods13.93%
  • Automobile and Auto Components11.69%
  • Consumer Durables10.97%
  • Consumer Services8.09%
Stock Holdings
  • Cash & Cash Equivalents5.86%
  • ICICI Bank Ltd5.2%
  • Divi's Laboratories Ltd4.62%
  • Schaeffler India Limited4.61%
  • Coforge Limited4.52%

bt_logoPORTFOLIO MANAGERS

Nishit Shah
  • Manager Rank153 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
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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
May 18, 2016
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
10.00%
Profit Sharing
15% Profit sharing above 10% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

To generate superior returns over the 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

The Phillip Signature India portfolio is a meticulously curated investment offering that focuses on capturing the growth potential of the Indian market. This portfolio is designed to provide investors with exposure to a diverse range of high-quality Indian companies across sectors, leveraging in-depth research and expert analysis. With a focus on long-term value creation and capital appreciation, the Phillip Signature India portfolio aims to deliver sustainable returns while navigating the dynamic landscape of the Indian economy.

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bt_logoPEER ANALYSIS

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Phillip - Signature India Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
110 Out of 251
Fixed Fee
2.50%
Scheme Return
3.87%
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 - Signature India Portfolio?
The hurdle rate of Phillip - Signature India Portfolio is 10.00%.
What is the fixed fee charged in Phillip - Signature India Portfolio ?
The fixed fee charged in Phillip - Signature India Portfolio is 2.50%.
What is the variable fee charged in Phillip - Signature India Portfolio ?
The variable fee charged in Phillip - Signature India Portfolio is 1.50%.
What is the profit sharing in Phillip - Signature India Portfolio ?
The profit sharing in Phillip - Signature India Portfolio is 15% Profit sharing above 10% Hurdle.
What is the minimum investment in Phillip - Signature India Portfolio ?
The minimum investment in Phillip - Signature India Portfolio is ₹50 Lacs
What type of scheme is Phillip - Signature India Portfolio?
Phillip - Signature India Portfolio is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Phillip - Signature India Portfolio?
The inception date of Phillip - Signature India Portfolio is May 18, 2016.
What is the exit load of Phillip - Signature India Portfolio?
Exit load is 0%

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