PhillipCapital Emerging PMS


Key Attributes

Inception Date: 01st August, 2017

Number of Stocks: Around 20

Portfolio Manager’s Name: Mr. Nishit Shah

Portfolio Manager’s Experience: Total-experience 13 years; With Phillip Capital - 3.5 Years

Portfolio Manager’s Qualification: Triple Graduate with MBA from IIPM

Investment Objective

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.

Portfolio Strategy

Mid & Small Cap Strategy Focused portfolio of around 20 carefully chosen names Investment horizon 4-5 years Benchmark: S&P Mid- & Small- Cap Index Suitable for investors having investment horizon of 2-4years.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-1.5%-4.7%-6.0%15.7%34.9%20.6%--13.2%
S&P BSE MidSmallCap 1.4%-1.5%-0.4%26.4%51.9%21.7%--12.2%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
MAS FINANCIAL SERVICES LTD 3.59
CITY UNION BANK LTD 3.57
GRINDWELL NORTON LTD 9.58
MAHINDRA LOGISTICS LTD 5.32
HONEYWELL AUTOMATION INDIA LTD 3.44
KSB LTD 5.28
HIL LTD 5.11
TASTY BITE EATABLES LTD 6.63
ASTRAL LTD 6.28
POLYCAB INDIA LTD 6.06
BAJAJ ELECTRICALS LTD 5.06
CERA SANITARYWARE LTD 4.42
BRITANNIA INDUSTRIES LTD 4.04
BRITANNIA INDUSTRIES LIMITED (8 NCD FVRS30 28AG22) 0.03
VOLTAS LTD 1.99
ABBOTT INDIA LTD 4.72
PROCTER & GAMBLE HEALTH LTD 3.96
THYROCARE TECHNOLOGIES LTD 5.87
COFORGE LTD 7.00
TATA ELXSI LTD 6.90
Top 20 Equity Holdings 98.87

Sector Allocation


Holding %
Healthcare Services 8.80
BFSI 10.20
Information Technology 13.30
Capital Goods & Infrastructure 28.70
Consumption 31.80

Market Cap Allocation


Allocations %
Large Cap 13.4
Mid Cap 46.3
Small Cap 38.2
Cash 2.1

Disclaimer

#Returns as of 30 Apr 2022. 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.



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