Objective is to invest in companies having good corporate governance, sustainable growth prospects, in emerging sectors and in turn around stories.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 0.36% | 1.13 | 20.40% | 59.5% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Phillip Capital India Pvt Ltd Signature India Portfolio | 4.92% | 22.58% | 4.19% | 2.03% | 2.78% | 8.77% | 8.68% | 11.20% | 11.54% |
| S&P BSE 500 TRI | 1.72% | 12.05% | -3.53% | -2.29% | 0.78% | 11.53% | 11.01% | - | 13.02% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Phillip Capital India Pvt Ltd Signature India Portfolio | Multi Cap & Flexi Cap | Mr . Nishit Shah | 18 May 2016 | 10Y 2M | 246.73 | S&P BSE 500 TRI | 11.54% | 28 | 4 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 6.94% | -2.35% | 59.5% | 4.59% | 1.18 | 20.40% | -0.19 | -0.20% | -0.02 | 49.59 % |
| Nifty 500 | 3.35% | -2.99% | 0.36% | 1.13 | -1.80% | -0.29 | 43.80 % | |||
| Nifty Midcap 100 | -4.07% | -3.7% | -7.77% | 0.98 | -5.61% | -0.67 | 37.19 % | |||
| Nifty Smallcap 100 | 2.35% | -4.05% | -1.70% | 0.77 | -2.29% | -0.18 | 40.50 % | |||
| BSE 500 | 3.81% | -2.97% | 0.84% | 1.14 | -1.67% | -0.26 | 44.63 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Largecap | 41.60 |
| Midcap | 25.30 |
| Smallcap | 25.60 |
| Cash | 7.50 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 42.85 |
| Mid Cap | 26.41 |
| Small Cap | 28.64 |
| Cash | 2.10 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30th Jun 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of May 26.
