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) |
|---|---|---|---|
| -5.89% | 0.99 | 15.08% | 59.48% |
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 | -5.78% | -7.81% | -6.63% | 1.61% | 2.00% | 9.59% | 10.20% | - | 10.90% |
| S&P BSE 500 TRI | -3.33% | -2.64% | 0.80% | 6.79% | 7.63% | 15.10% | 15.06% | 13.63% |
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 8M | 223.04 | S&P BSE 500 TRI | 10.90% | 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 | -10.85% | 1.14% | 59.48% | -9.71% | 1.08 | 15.08% | -0.19 | -1.35% | -0.17 | 48.28 % |
| Nifty 500 | -7.22% | 1.33% | -5.89% | 0.99 | -2.43% | -0.39 | 42.24 % | |||
| Nifty Midcap 100 | -6.45% | 1.51% | -4.94% | 0.75 | -5.56% | -0.65 | 37.07 % | |||
| Nifty Smallcap 100 | 4.65% | 1.77% | 6.42% | 0.59 | -2.04% | -0.16 | 40.52 % | |||
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 Jan 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 Dec 25.
