APMI

Phillip Signature India Portfolio

Investment Approach Details

₹214.83

(AUM CR)

PMS Provider Name

Phillipcapital (India) Pvt Ltd

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

18/05/2016

Age

8.11 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC Charge: Upto 2.50% p.a.

Variable Fees Structure

AMC: 0 to 2.50% p.a. Hurdle: 0 to 25% Profit sharing: 1 to 30%

Exit Load

1st year: Upto 3% 2nd year: Upto 2% 3rd year: Upto 1%

Purpose

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.

Fund Manager Details


Mr Nishit Shah
Work Exp. NA
Email ID nishah@phillipcapital.in
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.08

1 Year Turnover

0.37