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 | 1.25% | -0.33% | 10.55% | 17.11% | 16.98% | 11.40% | 17.61% | 13.61% | |
| BSE 500 TRI | 0.10% | -4.40% | 7.90% | 27.00% | 20.00% | 16.80% | 19.60% | 14.00% | - |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Cap Goods & Infra | 20.00 |
| Consumption | 16.95 |
| IT, Media & Ent | 14.70 |
| BFSI | 12.70 |
| Automobiles | 9.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 37.40 |
| Mid Cap | 28.20 |
| Small Cap | 22.80 |
| Cash | 11.60 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30 Nov 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
