Phillip Ethical India Portfolio

EQUITY MULTI CAP

Invests in socially responsible companies to generate returns over the medium to long term.

+7.39%

3Y annualised returns

+11.53%

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

Launch date

12 Dec '17

Total AUM

₹12.41Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity96.2%

Cash3.8%

Equity market cap split

Small Cap41.0%

Mid Cap34.8%

Large Cap19.9%

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