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) |
|---|---|---|---|
| 1.30% | 1.23 | 23.47% | 59.43% |
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 Emerging India Portfolio | -0.53% | 4.08% | 31.60% | 12.29% | 2.95% | 9.56% | 9.81% | - | 12.90% |
| S&P BSE 500 TRI | -5.53% | -3.55% | 8.07% | -2.29% | -4.44% | 8.39% | 7.83% | - | 11.14% |
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 Emerging India Portfolio | Small & Mid Cap | Mr. Nishit Shah | 09 August 2017 | 9Y 2M | 29.65 | S&P BSE 500 TRI | 12.90% | - | 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 | 45.98% | -40.45% | 59.43% | 5.53% | 1.25 | 23.47% | -0.13 | 2.08% | 0.16 | 55.66 % |
| Nifty 500 | 42.75% | -41.45% | 1.30% | 1.23 | 0.91% | 0.08 | 50.00 % | |||
| Nifty Midcap 100 | 35.68% | -42.51% | -6.83% | 1.09 | -2.45% | -0.24 | 45.28 % | |||
| Nifty Smallcap 100 | 42.41% | -43.17% | -0.76% | 0.86 | 2.26% | 0.18 | 47.17 % | |||
| BSE 500 | 43.19% | -41.41% | 1.78% | 1.24 | 1.06% | 0.10 | 50.00 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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 30th Sep 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.
