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 | 1.62% | -0.66% | -9.06% | -0.51% | 13.10% | 8.60% | 17.30% | 11.60% | |
BSE 500 TRI | 3.16% | 2.00% | -3.07% | 4.52% | 19.59% | 13.71% | 22.17% | 14.28% |
Portfolio Holdings
Holding | % |
---|
Sector Allocation
Holding | % |
---|---|
Largecap | 41.60 |
Midcap | 25.30 |
Smallcap | 25.60 |
Cash | 7.50 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 44.60 |
Mid Cap | 21.60 |
Small Cap | 27.30 |
Cash | 6.10 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 30 Apr 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.