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 Signature India Portfolio | -1.35% | 0.06% | 16.19% | -3.18% | 7.90% | 8.84% | 15.90% | - | 12.09% |
BSE 500 TRI | -1.93% | -1.47% | 12.75% | -5.80% | 14.62% | 13.02% | 18.82% | - | 13.95% |
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

Disclaimer
#Returns as of 31 Aug 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.