Phillipcapital (India) Pvt Ltd • Equity
Phillip Multi Asset Portfolio is an equity portfolio management service (PMS) strategy run by Phillipcapital (India) Pvt Ltd, launched on 12 Aug 2022. As of 30 Sep 2026, it 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.
| 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 Multi Asset Portfolio is managed by Mr Nishit Shah at Phillipcapital.
The fee structure for Phillip Multi Asset 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 Multi Asset Portfolio is ₹50 Lakhs.
Phillip Multi Asset Portfolio was launched on 12 Aug 2022. It has a 4-year track record.
Description
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