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 | 8.09% | 16.12% | -2.91% | 7.33% | 13.60% | 13.32% | 19.91% | - | 12.44% |
| BSE 500 TRI | 3.39% | 14.44% | 0.25% | 7.41% | 19.52% | 16.75% | 23.59% | - | 14.56% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Largecap | 41.60 |
| Midcap | 25.30 |
| Smallcap | 25.60 |
| Cash | 7.50 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 40.90 |
| Mid Cap | 30.10 |
| Small Cap | 24 |
| Cash | 5 |
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 31 May 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
