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) |
---|---|---|---|
-14.47% | 0.70 | 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 | 0.08% | -3.55% | -11.30% | -1.41% | 16.25% | 11.40% | 20.25% | 12.30% | |
BSE 500 TRI | 3.16% | 2.00% | -3.07% | 4.52% | 19.59% | 13.71% | 22.17% | 13.71% |
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 | 7Y 9M | - | BSE 500 TRI | 12.30% | - | 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 | 9.38% | 7.38% | 67.31% | 16.76% | 0.66 | 13.69% | 3.22 | 2.20% | 0.16 | 55.77 % |
Nifty 500 | 5.90% | 5.15% | 11.05% | 0.78 | 2.63% | 0.22 | 48.08 % | |||
Nifty Midcap 100 | -3.16% | 0.47% | -2.69% | 0.78 | 3.63% | 0.30 | 50.00 % | |||
Nifty Smallcap 100 | -3.06% | -11.41% | -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 | 5.90 |
Mid Cap | 37.50 |
Small Cap | 46.90 |
Cash | 9.70 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 30 Apr 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.