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Signature India Portfolio

Phillip Capital India Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
18 May 2016
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

The Phillip Signature India portfolio represents a carefully constructed investment strategy designed to capitalize on the growth prospects within the Indian economy. This offering provides investors with access to a broad spectrum of leading Indian enterprises across various industries, underpinned by rigorous research and expert insights. The portfolio's objective is to achieve enduring capital growth and value enhancement over the long term, thereby generating consistent returns in the evolving Indian economic environment.

Investment Objective

The investment strategy aims to achieve enhanced returns over the medium to long term through a carefully curated selection of equity instruments spanning large-cap, mid-cap, and small-cap segments. The portfolio will be diversified, focusing on companies demonstrating strong corporate governance practices, exhibiting sustainable growth potential, operating within burgeoning sectors, and those presenting compelling turnaround opportunities.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.91% -0.24% -2.67%
3 MONTHS 1.64% 5.02% -3.38%
6 MONTHS -2.07% 1.28% -3.35%
1 YEAR 0.84% 6.62% -5.78%
2 YEAR 4.63% 10.50% -5.87%
3 YEAR 11.35% 15.08% -3.73%
5 YEAR 11.49% 15.43% -3.94%
SINCE INCEPTION 11.69% 14.16% -2.47%

Calendar Year Performance

Year Return
CY 2025 0.84%
CY 2024 8.65%
CY 2023 26.13%
CY 2022 -2.66%
CY 2021 30.22%
CY 2020 24.85%
CY 2019 13.23%
CY 2018 -8.22%
CY 2017 33.03%
CY 2016 -2.20%

Financial Year Performance

Year Return
FY 26_YTD 10.76%
FY 25 0.89%
FY 24 30.13%
FY 23 -6.93%
FY 22 17.45%
FY 21 71.35%
FY 20 -15.79%
FY 19 6.33%
FY 18 8.22%
FY 17 10.61%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Nishit Shah

Portfolio Manager

This investment professional holds a triple postgraduate qualification with a focus on finance and management. With over 19 years of dedicated experience in the Indian equity markets and investment products sector, they have contributed to prominent wealth management organizations and firms in India, including Sushil Finance, AMSEC, and Motilal Oswal. Their extensive background, encompassing both buy-side and sell-side roles, provides a comprehensive understanding of market dynamics and strategies for outperformance. The core investment philosophy centers on a disciplined approach: filtering out macroeconomic distractions to identify high-quality investment opportunities and maintaining a long-term conviction in winning positions. Furthermore, the emphasis is placed on portfolio concentration, as excessive diversification can lead to unmanageable complexity and diminished performance enhancement.

Portfolio Details

Portfolio Composition

Large Cap
47.32%
Mid Cap
18.30%
Small Cap
32.29%
Cash & Equivalent
2.09%

Top 5 Holdings

  • Divi's Laboratories Ltd. 5.09%
  • Coforge Limited 4.64%
  • Schaeffler India Limited 4.17%
  • Reliance Industries Ltd 4.13%
  • Eureka Forbes Limited 4.07%

Top 5 Sectors

  • Financial Services 16.07%
  • Capital Goods 14.32%
  • Automobile and Auto Components 11.15%
  • Consumer Durables 11.10%
  • Healthcare 9.57%

Portfolio Characteristics

total number of stocks
29
top 5 stocks percent
22.10%
top 5 sectors percent
62.21%
average market cap
342159.67
portfolio age
9 Yrs, 7 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.5%

Hurdle: 10%

Profit Sharing: 15%

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)