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.

Phillip - Signature India Portfolio

Phillip Capital India Pvt Ltd
Multi Cap AND Flexi Cap

125
Out of 137*
Compare
Share

Portfolio age9 years, 12 months

14.27%

-11.34%

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 30/04/2026)

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 (2.13%)

Allocation by Market Cap

Small Cap (35.68%)

Mid Cap (29.06%)

Large Cap (33.09%)

Sector Holdings

Financial Services17.29%
Automobile and Auto Components13.53%
Healthcare12.33%
Chemicals9.57%
Capital Goods9.14%

Stock Holdings

Divi's Laboratories Ltd.5.01%
Reliance Industries Ltd4.15%
Endurance Technologies Limited4.02%
ICICI Bank Ltd.4%
Schaeffler India Limited3.96%

PORTFOLIO MANAGERS

Nishit Shah

Manager Rank160 Out of 182
i
Rank is based on 3-year return
Schemes Managed4
Total AUMUndisclosed
Highest Return In 1 Yr10.96%

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 - Emerging India Portfolio

AUM (₹ Cr)

UNDISC.

Hurdle Rate

10.00%

Benchmark

S&P BSE 500 TRI

Category

Small AND Mid Cap

Category Rank

27 Out of 57

Fixed Fee

2.50%

Scheme Return

16.45%

Benchmark Return

-11.34%

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

93 Out of 270

Fixed Fee

2.50%

Scheme Return

14.27%

Benchmark Return

-11.34%

Phillip - Ethical India Portfolio

AUM (₹ Cr)

UNDISC.

Hurdle Rate

10%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

101 Out of 270

Fixed Fee

2.50%

Scheme Return

14.07%

Benchmark Return

-11.34%

Income Builder Portfolio

AUM (₹ Cr)

UNDISC.

Hurdle Rate

No Option

Benchmark

Crisil Composite Bond Fund Index

Category

Debt

Category Rank

4 Out of 20

Fixed Fee

0.75%

Scheme Return

1.32%

Benchmark Return

-1.34%

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

FUND SUMMARY

AUM (₹ Cr)

UNDISC.

(As on Apr, 2026)

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

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.50%

Variable Fee

1.50%

Hurdle Rate

10.00%

Profit Sharing

15% Profit sharing above 10% Hurdle

SUBSCRIBE TO

BUSINESS TODAY MAGAZINE

Subscribe Now

Already a subscriber?Login

INVESTMENT 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.