The portfolio aims to tap the potential to tap small cap & mid cap companies that are Expected to benefit from the wide range of opportunities arising in India. The emphasis is to invest in a diversified portfolio to generate over medium to long terms.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 11.05% | 0.78 | 13.69% | 67.31% |
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 Emerging India Portfolio | -1.29% | -3.24% | 10.37% | -5.61% | 8.23% | 12.06% | 19.84% | - | 12.97% |
| BSE 500 TRI | 1.24% | -3.56% | 6.39% | -6.55% | 14.15% | 14.74% | 19.18% | - | 12.88% |
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 Emerging India Portfolio | Mid & Small Cap | Mr. Nishit Shah | 01 August 2017 | 8Y 2M | - | BSE 500 TRI | 12.97% | - | NA |
| 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 | 1.27% | 15.49% | 67.31% | 16.76% | 0.66 | 13.69% | 3.22 | 2.20% | 0.16 | 55.77 % |
| Nifty 500 | 0.52% | 10.53% | 11.05% | 0.78 | 2.63% | 0.22 | 48.08 % | |||
| Nifty Midcap 100 | -5.42% | 2.73% | -2.69% | 0.78 | 3.63% | 0.30 | 50.00 % | |||
| Nifty Smallcap 100 | -4.50% | -9.97% | -14.47% | 0.70 | 7.89% | 0.52 | 44.23 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | |
| Small Cap | |
| Cash |
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 30 Sep 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Nov 21.
