Phillipcapital (India) Pvt Ltd • Equity
Phillip Emerging India Portfolio is an equity portfolio management service (PMS) strategy run by Phillipcapital (India) Pvt Ltd, launched on 9 Aug 2017. As of 30 Sep 2026, it manages ₹29.65 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +12.29% over 1 year, +9.56% over 3 years and +9.81% over 5 years (+12.90% since inception). Over 3 years, the BSE 500 TRI returned +8.39%, so the strategy is 1.17 percentage points ahead of its benchmark. Its 3-year return ranks 292nd of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mr Nishit Shah.
Ranked nearby on 3-year return: HSBC Aspire Portfolio (+9.60%), Alpha Compounders (+9.56%), Centrum Flexicap NRI. (+9.53%), Revelation India Opportunities Portfolio I (+9.53%).
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 | -0.53% |
| 3 Months | +4.08% |
| 1 Year | +12.29% |
| 3 Years | +9.56% |
| 5 Years | +9.81% |
| Since Inception | +12.90% |
| 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 callPhillip Emerging India Portfolio has a 1-year return of +12.29%, a 3-year return of +9.56%, a 5-year return of +9.81% and +12.90% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Phillip Emerging India Portfolio returned +9.81% against +7.83% for the BSE 500 TRI, 1.98 percentage points ahead. Over 3 years it returned +9.56% against +8.39%; Over 1 year it returned +12.29% against -2.29%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Phillip Emerging India Portfolio's 3-year return of +9.56% ranks 292nd as of 30 Sep 2026.
Phillip Emerging India Portfolio is managed by Mr Nishit Shah at Phillipcapital. The strategy manages ₹29.65 Cr of client assets as of 30 Sep 2026.
Phillip Emerging India Portfolio manages ₹29.65 Cr of client assets as of 30 Sep 2026.
The fee structure for Phillip Emerging India Portfolio 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 Phillip Emerging India Portfolio is ₹50 Lakhs.
Phillip Emerging India Portfolio was launched on 9 Aug 2017. It has a 9-year track record.
Description
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