Phillipcapital (India) Pvt Ltd
Equity, Debt · 11 investment approaches
Total AUM
₹1.0K Cr
Years Active
9.8
AUM Change (3M)
-0.5%
AUM Change (1Y)
+50.9%
Min Investment
₹50L
Schemes
11
| Scheme | Category | AUM | 1M | 1Y | 3Y | SI | Sharpe |
|---|---|---|---|---|---|---|---|
Phillip Star Portfolio | Equity | ₹9 Cr | +1.37% | +19.71% | +18.63% | +14.43% | 0.98 |
Phillip Income Builder Portfolio Premier | Debt | ₹15 Cr | +0.29% | +13.52% | — | +14.00% | 3.42 |
Phillip Income Builder Portfolio Regular Income | Debt | ₹191 Cr | +0.71% | +13.22% | — | +14.84% | 5.81 |
Phillip Income Builder Portfolio Growth | Debt | ₹285 Cr | +0.73% | +12.06% | — | +14.44% | — |
Phillip Alpha Creation Equity Strategy | Equity | ₹182 Cr | +1.15% | +11.50% | +13.23% | +12.87% | 0.74 |
Phillip Emerging India Portfolio | Equity | ₹26 Cr | +1.77% | +11.07% | +12.92% | +11.72% | 0.46 |
Phillip Signature India Portfolio | Equity | ₹233 Cr | +1.00% | +10.98% | +10.87% | +10.92% | 0.36 |
Phillip Ethical India Portfolio | Equity | ₹10 Cr | +0.49% | +3.43% | +7.79% | +9.44% | 0.12 |
Phillip Multi Asset Portfolio | Equity | — | -0.02% | +2.28% | +9.14% | +7.12% | — |
PHILLIP CONSERVATIVE CREDIT PORTFOLIO GROWTH | Debt | ₹43 Cr | +0.90% | — | — | +4.85% | — |
PHILLIP CONSERVATIVE CREDIT PORTFOLIO REGULAR INCOME | Debt | ₹33 Cr | +0.88% | — | — | +6.83% | — |