Objective is to invest in companies having good corporate governance, sustainable growth prospects, in emerging sectors and in turn around stories.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -2.43% | 0.95 | 16.21% | 58.82% |
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 | -10.67% | -14.99% | -13.60% | -6.22% | -2.75% | 7.46% | 6.34% | - | 9.57% |
| S&P BSE 500 TRI | -11.34% | -13.90% | -9.58% | -3.80% | 0.40% | 11.72% | 10.50% | - | 12.07% |
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 Signature India Portfolio | Multi Cap & Flexi Cap | Mr . Nishit Shah | 18 May 2016 | 9Y 10M | - | S&P BSE 500 TRI | 9.57% | 28 | 4 |
| 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 | 0.82% | -2% | 58.82% | -1.18% | 0.95 | 16.21% | -0.61 | -1.35% | -0.17 | 48.74 % |
| Nifty 500 | -0.08% | -2.35% | -2.43% | 0.95 | -2.45% | -0.40 | 42.86 % | |||
| Nifty Midcap 100 | -7.05% | -3.03% | -10.08% | 0.91 | -5.81% | -0.69 | 36.13 % | |||
| Nifty Smallcap 100 | 2.39% | -3.08% | -0.69% | 0.73 | -2.06% | -0.16 | 40.34 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Largecap | 41.60 |
| Midcap | 25.30 |
| Smallcap | 25.60 |
| Cash | 7.50 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 42.85 |
| Mid Cap | 26.41 |
| Small Cap | 28.64 |
| Cash | 2.10 |
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 31st March 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 Mar 26.
