Phillipcapital (India) Pvt Ltd • Equity
Phillip Star Portfolio is an equity portfolio management service (PMS) strategy run by Phillipcapital (India) Pvt Ltd, launched on 6 Mar 2019. As of 30 Sep 2026, it manages ₹8.77 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +0.64% over 1 year, +11.59% over 3 years and +10.47% over 5 years (+13.20% since inception). Over 3 years, the BSE 500 TRI returned +8.39%, so the strategy is 3.20 percentage points ahead of its benchmark. Its 3-year return ranks 222nd 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: Narnolia Mid and Small Cap Fund (+11.64%), APJ (Formerly known as APJ 20) (+11.62%), Care PMS Growth Plus Value (+11.56%), Wealth Guardian Fund (+11.50%).
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 | -5.89% |
| 3 Months | -1.47% |
| 1 Year | +0.64% |
| 3 Years | +11.59% |
| 5 Years | +10.47% |
| Since Inception | +13.20% |
| 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 Star Portfolio has a 1-year return of +0.64%, a 3-year return of +11.59%, a 5-year return of +10.47% and +13.20% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Phillip Star Portfolio returned +10.47% against +7.83% for the BSE 500 TRI, 2.64 percentage points ahead. Over 3 years it returned +11.59% against +8.39%; Over 1 year it returned +0.64% 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 Star Portfolio's 3-year return of +11.59% ranks 222nd as of 30 Sep 2026.
Phillip Star Portfolio is managed by Mr Nishit Shah at Phillipcapital. The strategy manages ₹8.77 Cr of client assets as of 30 Sep 2026.
Phillip Star Portfolio manages ₹8.77 Cr of client assets as of 30 Sep 2026.
The fee structure for Phillip Star 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 Star Portfolio is ₹50 Lakhs.
Phillip Star Portfolio was launched on 6 Mar 2019. It has a 7-year track record.
Description
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