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 | -1.17% | -3.73% | 8.53% | -5.96% | 7.55% | 9.26% | 16.08% | - | 11.83% |
BSE 500 TRI | 1.24% | -3.56% | 6.39% | -6.55% | 14.15% | 14.74% | 19.18% | - | 13.97% |
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 30 Sep 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.