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 | 5.2% | 0.6% | -5.2% | 0.0% | 5.9% | 20.1% | 10.9% | 11.0% | |
| BSE 500 TRI | 4.5% | 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.
