Phillip Capital PMS or Portfolio Management Review 2026

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.1068.17 Cr.
Avg. 1 Year Return	1.78%
Active Clients	801
No. of Strategies	4
Minimum Investment	Rs.50 Lakh
Experience	51 Years

Phillip Capital PMS - Company Overview

Phillip Capital Portfolio Management Service Performance or Returns

1 Year Return

1.78%

Nifty 50 - 1 Year Return

-4.04%

3 Year Return

9.03%

Nifty 50 - 3 Year Return

11.20%

5 Year Return

9.03%

Nifty 50 - 5 Year Return

11.60%

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 & FLEXI CAP	MULTI CAP & FLEXI CAP	DEBT
Benchmark	S&P BSE 500 TRI	S&P BSE 500 TRI	S&P BSE 500 TRI	Crisil Composite Bond Fund Index
AUM (Rs.)	Rs.27.62 Cr.	Rs.236.21 Cr.	Rs.10.11 Cr.	Rs.258.60 Cr.
No. of Stocks	30	33	24	Not Disclosed
1 Yr. Return	0.68%	-0.25%	-3.92%	10.61%
3 Yr. Return	11.29%	8.77%	7.03%	NA
5 Yr. Return	11.02%	8.08%	7.99%	NA
Fund Manager	Mr. Nishit Shah	Mr. Nishit Shah	Mr. Nishit Shah	Mr. Nishit Shah