Objective is to invest in companies having good corporate governance, sustainable growth prospects, in emerging sectors and in turn around stories.
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 Signature India Portfolio | 0.78% | 3.46% | 3.44% | 0.43% | 8.43% | 11.19% | 13.83% | - | 12.15% |
| S&P BSE 500 TRI | 0.95% | 6.57% | 5.00% | 5.27% | 14.97% | 13.95% | 17.21% | - | 14.33% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Largecap | 41.60 |
| Midcap | 25.30 |
| Smallcap | 25.60 |
| Cash | 7.50 |
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 30 Nov 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
