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Phillip Signature India Portfolio

Phillip Signature India Portfolio is a Equity Portfolio Management Service launched by Phillipcapital (India) Pvt Ltd on May 2016. Managed by Mr Nishit Shah, the fund holds ₹247 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: 2.03% (1Y), 8.77% CAGR (3Y), 11.54% since inception. Performance data as of July 2026.

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Phillip Signature India Portfolio

Phillipcapital (India) Pvt Ltd

246.73 CR AUM

Phillip Signature India Portfolio

Phillip Signature India Portfolio

Phillipcapital (India) Pvt Ltd

246.73 CR AUM

BSE 500 TRI
Benchmark
10yr 1mo
Age
EQUITY
Strategy
AMC Charge: Upto 2.50% p.a.
Fixed Fees
AMC: 0 to 2.50% p.a. Hurdle: 0 to 25% Profit sharing: 1 to 30%
Variable Fees
1st year: Upto 3% 2nd year: Upto 2% 3rd year: Upto 1%
Exit Load
BSE 500 TRI
Benchmark
10yr 1mo
Age
EQUITY
Strategy
AMC Charge: Upto 2.50% p.a.
Fixed Fees
AMC: 0 to 2.50% p.a. Hurdle: 0 to 25% Profit sharing: 1 to 30%
Variable Fees
1st year: Upto 3% 2nd year: Upto 2% 3rd year: Upto 1%
Exit Load
Fund manager

nishit shah

Fund Manager
EQUITYStrategies

A triple graduate with specialization in finance and management . More than 19 years of experience in Indian equity markets and investment products . Worked with some of the most respected wealth management organisations and companies in India including Sushil Finance, AMSEC and Motilal Oswal . Having worked at both buy and sell side, he exactly understands how each of them works and how to stay ahead of the street. My guiding principle is crystal clear: ignore the noise in the macroenvironment, concentrate only on finding high-quality ideas, and retain the winners over the long haul. Additionally, having a focused portfolio is essential because excessive diversification is unmanageable and does not enhance a portfolio.

A triple graduate with specialization in finance and management . More than 19 years of experience in Indian equity markets and investment products . Worked with some of the most respected wealth management organisations and companies in India including Sushil Finance, AMSEC and Motilal Oswal . Having worked at both buy and sell side, he exactly understands how each of them works and how to stay ahead of the street. My guiding principle is crystal clear: ignore the noise in the macroenvironment, concentrate only on finding high-quality ideas, and retain the winners over the long haul. Additionally, having a focused portfolio is essential because excessive diversification is unmanageable and does not enhance a portfolio.

What is this fund's investment objective?

To generate superior returns over medium to long term by investing in cherry picked stocks across Large, Mid and Small capitalization companies. The emphasis is to invest in a diversified portfolio of companies having good corporate governance, sustainable growth prospects, in emerging sectors and in turn around stories.

How has Phillip Signature India Portfolio performed?

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Wealth Creation Calculator

1M IA return
4.92%
1M benchmark return
1.72%
Alpha
3.20%
1M Wealth multiple
1.05x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
4.92%
1M benchmark return
1.72%
Alpha
3.20%
1M Wealth multiple
1.05x

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