PMS Product Performance
| Company Name / Product Name |
Date of inception | AUM | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|
| Phillip Capital India Pvt Ltd Signature India Portfolio | 18 May 2016 | 251.07 | 4.52% | 1.89% | 7.57% | 8.12% | - | 11.57% |
| Phillip Capital India Pvt Ltd Emerging India Portfolio | 09 Aug 2017 | 29.3 | 5.81% | 2.72% | 9.20% | 10.43% | - | 12.74% |
| Phillip Capital India Pvt Ltd Ethical India Portfolio | 12 Dec 2017 | 10.35 | 4.39% | -1.80% | 6.24% | 7.62% | - | 10.57% |
| Phillip Capital India Pvt Ltd Income Builder Portfolio | 28 Aug 2023 | 261.91 | 10.68% | 11.49% | - | - | - | 13.87% |
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