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
Portfolio-5.2%-2.9%-8.1%1.2%30.3%15.2%12.2%-12.0%
Nifty LargeMid 250-4.6%-0.8%-4.1%7.8%37.9%15.0%10.4%-12.3%



Portfolio Holdings


Holding %
ICICI BANK LTD 6.35
BAJAJ FINANCE LTD 6.34
HOUSING DEVELOPMENT FINANCE CORPORATION LTD 5.14
HONEYWELL AUTOMATION INDIA LTD 4.79
GMM PFAUDLER LTD 4.69
GRINDWELL NORTON LTD 4.52
MAHINDRA LOGISTICS LTD 4.08
KSB LTD 3.29
HIL LTD 3.82
TASTY BITE EATABLES LTD 5.50
ASIAN PAINTS LTD 5.09
BAJAJ ELECTRICALS LTD 4.71
CERA SANITARYWARE LTD 4.24
POLYCAB INDIA LTD 2.31
RELIANCE INDUSTRIES LTD 4.98
DIVI'S LABORATORIES LTD 4.92
THYROCARE TECHNOLOGIES LTD 4.06
ABBOTT INDIA LTD 3.87
PROCTER & GAMBLE HEALTH LTD 3.18
TATA ELXSI LTD 8.00
COFORGE LTD 4.85
Top 21 Equity Holdings 98.74

Sector Allocation


Holding %
Information Technology And Media 10.50
Healthcare Services 12.80
Capital Goods 20.90
BFSI 21.80
Consumption 29.10

Market Cap Allocation


Allocations %
Large Cap 38.2
Mid Cap 22.0
Small Cap 17.0
Cash 22.8


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 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.




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