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 | 2.63% | 12.73% | 3.05% | 3.61% | 12.36% | 15.61% | 19.30% | - | 12.65% |
| BSE 500 TRI | 3.43% | 10.32% | 5.27% | 3.95% | 19.15% | 20.19% | 22.47% | - | 14.84% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Largecap | 41.60 |
| Midcap | 25.30 |
| Smallcap | 25.60 |
| Cash | 7.50 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 39.50 |
| Mid Cap | 24.80 |
| Small Cap | 29.10 |
| Cash | 6.70 |
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.
