PhillipCapital Emerging PMS


Key Portfolio 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



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS



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Disclaimer

#Returns as of 31 Dec 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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