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 | -0.04% | 2.99% | 5.51% | 29.52% | 13.55% | 13.31% | 17.58% | 13.18% | |
BSE 500 TRI | 1.66% | 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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#Returns as of 29 Feb 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.