Phillipcapital (India) Pvt Ltd • Equity
AG Prive Phillip Dynamic Allocator is an equity portfolio management service (PMS) strategy run by Phillipcapital (India) Pvt Ltd, launched on 4 Feb 2026. As of 30 Sep 2026, it manages ₹1.74 Cr of client assets and is benchmarked against the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mr Nishit Shah.
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -4.66% |
| 3 Months | -1.05% |
| Since Inception | -1.24% |
| management fee | Fixed Fees: AMC CHARGE: UPTO 2.50% P.A. |
| performance fee | Variable Fees: 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% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callAG Prive Phillip Dynamic Allocator has returned -1.24% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
AG Prive Phillip Dynamic Allocator is managed by Mr Nishit Shah at Phillipcapital. The strategy manages ₹1.74 Cr of client assets as of 30 Sep 2026.
AG Prive Phillip Dynamic Allocator manages ₹1.74 Cr of client assets as of 30 Sep 2026.
The fee structure for AG Prive Phillip Dynamic Allocator includes: management fee: Fixed Fees: AMC CHARGE: UPTO 2.50% P.A.; performance fee: Variable Fees: 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%.
The minimum investment for AG Prive Phillip Dynamic Allocator is ₹50 Lakhs.
AG Prive Phillip Dynamic Allocator was launched on 4 Feb 2026.
Description
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