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 | -1.44% | -2.32% | 4.93% | 30.13% | 10.21% | 12.57% | 15.53% | - | 12.80% |
| BSE 500 TRI | 0.84% | 4.31% | 16.91% | 38.23% | 17.41% | 18.79% | 17.21% | - | 14.46% |
Portfolio Holdings
| Holding | % |
|---|---|
| RELIANCE INDUSTRIES LTD | 6.26 |
| ICICI BANK LTD | 6.01 |
| HDFC BANK LTD | 5.44 |
| TATA ELXSI LTD | 5.35 |
| TIPS INDUSTRIES LTD | 5.13 |
| COFORGE LTD | 5.04 |
| BAJAJ FINANCE LTD | 4.98 |
| SONA BLW PRECISION FORGINGS LTD | 4.92 |
| KSB LTD | 4.59 |
| SCHAEFFLER INDIA LTD | 4.51 |
| DIVI'S LABORATORIES LTD | 4.26 |
| EUREKA FORBES LTD | 4.15 |
| POONAWALLA FINCORP LTD | 3.97 |
| GRINDWELL NORTON LTD | 3.92 |
| TATA CONSUMER PRODUCTS LTD | 3.67 |
| ASTRAL LTD | 3.65 |
| TATA CONSULTANCY SERVICES LTD | 3.37 |
| CRAFTSMAN AUTOMATION LTD | 3.36 |
| SRF LTD | 3.05 |
| ENDURANCE TECHNOLOGIES LTD | 2.76 |
| SIEMENS LTD | 2.71 |
| BAJAJ ELECTRICALS LTD | 1.25 |
| JIO FINANCIAL SERVICES LTD | 0.91 |
| ZOMATO LTD | 0.63 |
| BAJEL PROJECTS LTD | 0.60 |
Sector Allocation
| Holding | % |
|---|---|
| Healthcare Services | 12.80 |
| Capital Goods | 20.90 |
| BFSI | 21.80 |
| Consumption | 29.10 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 38 |
| Mid Cap | 33.33 |
| Small Cap | 23 |
| Cash | 6 |
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 Mar 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
