Phillipcapital PMS strategies
Phillipcapital runs 12 portfolio management strategies listed with APMI, managing ₹1,086 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Phillip Income Builder Portfolio Growth | Debt | — | ₹259 Cr | — | — | — | ₹50 Lakhs | — |
| Phillip Signature India Portfolio | Equity | Mr Nishit Shah | ₹259 Cr | +8.31% | -2.91 pts | up to 2.50% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Aug 2026 |
| Phillip Alpha Creation Equity Strategy | Equity | Mr Nishit Shah | ₹208 Cr | +9.16% | -2.06 pts | up to 2.50% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Aug 2026 |
| Phillip Income Builder Portfolio Regular Income | Debt | — | ₹190 Cr | — | — | — | ₹50 Lakhs | — |
| Phillip Conservative Credit Portfolio Growth | Debt | — | ₹57.57 Cr | — | — | — | ₹50 Lakhs | — |
| Phillip Conservative Credit Portfolio Regular Income | Debt | — | ₹44.88 Cr | — | — | — | ₹50 Lakhs | — |
| Phillip Emerging India Portfolio | Equity | Mr Nishit Shah | ₹30.44 Cr | +9.27% | -1.95 pts | up to 2.50% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Aug 2026 |
| Phillip Income Builder Portfolio Premier | Debt | — | ₹15.14 Cr | — | — | — | ₹50 Lakhs | — |
| Phillip Ethical India Portfolio | Equity | Mr Nishit Shah | ₹10.74 Cr | +6.67% | -4.55 pts | up to 2.50% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Aug 2026 |
| Phillip Star Portfolio | Equity | Mr Nishit Shah | ₹9.3 Cr | +14.26% | +3.04 pts | up to 2.50% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Aug 2026 |
| AG Prive Phillip Dynamic Allocator | Equity | Mr Nishit Shah | ₹1.83 Cr | — | — | up to 2.50% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Aug 2026 |
| Phillip Multi Asset Portfolio | Equity | Mr Nishit Shah | — | — | — | up to 2.50% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Aug 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
Talk to a SEBI-registered adviser about PMS