APMI

Phillip Multi Asset Portfolio

Investment Approach Details

₹0.00

(AUM CR)

PMS Provider Name

Phillipcapital (India) Pvt Ltd

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

12/08/2022

Age

2.8 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 long term with the help of strategic asset allocation and diversifying the portfolio across Indian & International Equities, Gold and Fixed Income Instruments.

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

0.00

1 Year Turnover