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.
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 | 1.76% | 14.06% | 1.20% | 3.81% | 14.69% | 19.36% | 23.01% | - | 13.88% |
| BSE 500 TRI | 3.43% | 10.32% | 5.27% | 3.95% | 19.15% | 20.19% | 22.47% | - | 13.83% |
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
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a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30 June 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
