Phillip Capital PMS or Portfolio Management Review 2024

Phillip Capital PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

With a rich legacy of trust and expertise, Phillip Capital Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

Total AUM	Rs.425.85 Cr.
Avg. 1 Year Return	23.57%
Active Clients	713
No. of Strategies	4
Minimum Investment	Rs.50 Lakh
Experience	49 Years

Phillip Capital PMS - Company Overview

Phillip Capital Portfolio Management Service Performance or Returns

1 Year Return

23.57%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

25.39%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

14.93%

Nifty 50 - 5 Year Return

11.52%

Phillip Capital PMS Commission, Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

15% (if above 10% profit), 20% (if above 8% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Best Strategies by Phillip Capital Portfolio Management Services

Check out various strategies or Investment approaches provided by Phillip Capital Portfolio Managers.

Strategy Name	Emerging India Portfolio	Signature India Portfolio	Ethical India Portfolio	Income Builder Portfolio
Start Date	09-Aug-17	18-May-16	12-Dec-17	28-Aug-23
Category	Small & Mid Cap	Multi Cap	Multi Cap	Debt
Benchmark	S&P BSE 500	S&P BSE 500	S&P BSE 500	Crisil Composite Bond Fund Index
AUM (Rs.)	Not Disclosed	Not Disclosed	Not Disclosed	Not Disclosed
No. of Stocks	16	Not Disclosed	21	Not Disclosed
1 Yr. Return	35.04%	26.49%	25.80%	NA
3 Yr. Return	21.95%	16.03%	16.61%	NA
5 Yr. Return	22.22%	17.59%	17.13%	NA
Fund Manager	Mr. Nishit Shah	Mr. Nishit Shah	Mr. Nishit Shah	Not Disclosed