PhillipCapital Signature India Portfolio PMS


Key Portfolio Attributes

Date of Inception: 18-May-2016

No of Stocks: 20

Portfolio Manager’s Name: Nishit Shah

Portfolio Manager’s Experience: Total-experience 13 years; With Phillip Capital - 3.5 Years

Portfolio Manager’s Qualification: Nishit is a Triple Graduate with MBA from IIPM

Investment Objective

Objective is to invest in companies having good corporate governance, sustainable growth prospects, in emerging sectors and in turn around stories.

Investment Strategy

Aims to generate superior returns over medium to long term by investing in cherry picked stocks across Large, Mid and Small capitalization companies. The emphasis is to invest in a diversified portfolio of 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-0.04%2.99%5.51%29.52%13.55%13.31%17.58%13.18%
BSE 500 TRI1.66%11.93%18.86%39.47%19.79%19.46%18.99%14.51%

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 40
Mid Cap 38.60
Small Cap 20.50
Cash 1

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 29 Feb 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Related Investment(s)

Do Not Simply Invest, Make Informed Decisions

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