Phillip Capital - Signature India Portfolio

EQUITY MULTI CAP

Aims to generate superior returns over the medium to long term by investing in cherry-picked stocks.

+8.77%

3Y annualised returns

+12.39%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

18 May '16

Total AUM

₹263.37Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity97.9%

Cash2.1%

Equity market cap split

Large Cap41.6%

Small Cap33.3%

Mid Cap19.3%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

0.00%

PMS management

NS
Nishit Shah
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About

Mr.Nishit is a triple graduate with more than 13 years of experience in equity markets. He has been successful in identifying themes and stocks that have provided multiplier returns. He has worked with some of the most respected Wealth Management companies in India including Motilal Oswal.

Experience

Over 13 years of experience in the equity markets.

Investment philosophy

Specializes in identifying high-growth investment themes and stocks.

Previously worked at