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 | -7.53% | -16.40% | -16.67% | -5.43% | 10.82% | 6.92% | 12.82% | 10.92% | |
BSE 500 TRI | -8.01% | -12.55% | -16.60% | -1.26% | 16.14% | 11.92% | 17.50% | 12.50% |
Portfolio Holdings
Holding | % |
---|
Sector Allocation
Holding | % |
---|---|
Largecap | 41.60 |
Midcap | 25.30 |
Smallcap | 25.60 |
Cash | 7.50 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | |
Mid Cap | |
Small Cap | |
Cash |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 28 Feb 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.