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 | -2.02% | -1.65% | 15.70% | 9.92% | 4.10% | 20.30% | 16.16% | - | 12.55% |
| BSE 500 TRI | -2.93% | -1.71% | 9.90% | 9.07% | 6.08% | 22.55% | 14.96% | - | 12.49% |
Portfolio Holdings
| Holding | % |
|---|---|
| CRAFTSMAN AUTOMATION LTD | 3.70 |
| ENDURANCE TECHNOLOGIES LTD | 3.09 |
| SONA BLW PRECISION FORGINGS LTD | 2.84 |
| ICICI BANK LTD | 6.07 |
| BAJAJ FINANCE LTD | 4.66 |
| HDFC BANK LTD | 4.18 |
| POONAWALLA FINCORP LTD | 4.17 |
| JIO FINANCIAL SERVICES LTD | 0.42 |
| KSB LTD | 6.98 |
| BAJEL PROJECTS LTD | 0.21 |
| GRINDWELL NORTON LTD | 4.37 |
| SCHAEFFLER INDIA LTD | 3.40 |
| SIEMENS LTD | 1.26 |
| ASTRAL LTD | 6.13 |
| POLYCAB INDIA LTD | 5.44 |
| EUREKA FORBES LTD | 3.97 |
| TATA CONSUMER PRODUCTS LTD | 3.64 |
| BAJAJ ELECTRICALS LTD | 2.15 |
| RELIANCE INDUSTRIES LTD | 4.42 |
| DIVI'S LABORATORIES LTD | 3.16 |
| ALKEM LABORATORIES LTD | 2.83 |
| TATA ELXSI LTD | 4.74 |
| COFORGE LTD | 3.44 |
| TATA CONSULTANCY SERVICES LTD | 3.26 |
| TIPS INDUSTRIES LTD | 8.08 |
| Top 25 Equity Holdings | 96.60 |
Sector Allocation
| Holding | % |
|---|---|
| Healthcare Services | 12.80 |
| Capital Goods | 20.90 |
| BFSI | 21.80 |
| Consumption | 29.10 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 36.50 |
| Mid Cap | 35.00 |
| Small Cap | 25.10 |
| Cash | 3.40 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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Disclaimer
#Returns as of 31 Oct 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
