Phillip Alpha Creation Equity Strategy
Phillip Alpha Creation Equity Strategy is a Equity Portfolio Management Service launched by Phillipcapital (India) Pvt Ltd on February 2019. Managed by Mr Nishit Shah, the fund holds ₹203 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a AMC Charge: Upto 2.50% p.a.% fixed fee and AMC: 0 to 2.50% p.a. Hurdle: 0 to 25% Profit sharing: 1 to 30%% performance fee. Trailing returns: 4.73% (1Y), 9.98% CAGR (3Y), 13.05% since inception. Performance data as of July 2026.
Phillip Alpha Creation Equity Strategy
202.56 CR AUM
Phillip Alpha Creation Equity Strategy
202.56 CR AUM

nishit shah
What is this fund's investment objective?
To generate returns over medium to long term by creating a customised portfolio for each client by making investments which primarily comprise of equity shares and the funds may also fully or partially invest in units of mutual funds and/or debt instruments etc. A customised portfolio may be created for each client and it may completely different from that of the other clients.
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