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 Portfolio5.2%0.6%-5.2%0.0%5.9%20.1%10.9%11.0%
BSE 500 TRI4.5%2.2%-0.8%4.5%12.2%26.8%10.5%12.0%

Portfolio Holdings


Holding %
ICICI BANK LTD 7.98
BAJAJ FINANCE LTD 6.24
RELIANCE INDUSTRIES LTD 5.59
HOUSING DEVELOPMENT FINANCE CORPORATION LTD 5.48
KSB LTD 5.45
HONEYWELL AUTOMATION INDIA LTD 4.95
EUREKA FORBES LTD 4.70
POONAWALLA FINCORP LTD 4.47
GRINDWELL NORTON LTD 4.45
ASTRAL LTD 4.20
POLYCAB INDIA LTD 4.19
TATA CONSUMER PRODUCTS LTD 3.80
DIVI'S LABORATORIES LTD 3.75
TIPS INDUSTRIES LTD 3.51
TATA ELXSI LTD 3.36
COFORGE LTD 3.34
SCHAEFFLER INDIA LTD 3.34
ENDURANCE TECHNOLOGIES LTD 3.27
MAHINDRA LOGISTICS LTD 3.14
BAJAJ ELECTRICALS LTD 3.14
ALKEM LABORATORIES LTD 2.76
TATA CONSULTANCY SERVICES LTD 2.71
HIL LTD 2.31
PIRAMAL PHARMA LTD 2.17
TIPS FILMS LTD 0.20
Top 25 Equity Holdings 98.50

Sector Allocation


Holding %
Healthcare Services 12.80
Capital Goods 20.90
BFSI 21.80
Consumption 29.10

Market Cap Allocation


Allocations %
Large Cap 35.1
Mid Cap 42.1
Small Cap 23.6
Cash 1.0

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 30 Apr 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Related Investment(s)

Do Not Simply Invest, Make Informed Decisions