Phillipcapital (India) Pvt Ltd

Equity, Debt · 12 investment approaches

Total AUM

₹967 Cr

Years Active

9.9

AUM Change (3M)

-6.6%

AUM Change (1Y)

+38.7%

Min Investment

₹50L

Schemes

12

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Phillip Income Builder Portfolio Regular Income	Debt	₹189 Cr	-0.27%	+12.19%	-	+14.25%	4.11
Phillip Income Builder Portfolio Premier	Debt	₹15 Cr	+0.04%	+11.45%	-	+13.59%	2.86
Phillip Income Builder Portfolio Growth	Debt	₹259 Cr	-0.06%	+11.14%	-	+13.95%	4.63
Phillip Multi Asset Portfolio	Equity	-	-0.02%	+2.28%	+9.14%	+7.12%	-
Phillip Alpha Creation Equity Strategy	Equity	₹177 Cr	-6.03%	+0.58%	+11.56%	+11.72%	0.43
Phillip Star Portfolio	Equity	₹8 Cr	-10.43%	-0.29%	+14.80%	+12.53%	0.50
Phillip Emerging India Portfolio	Equity	₹24 Cr	-10.66%	-5.83%	+9.65%	+10.17%	0.16
Phillip Signature India Portfolio	Equity	₹204 Cr	-10.67%	-6.22%	+7.46%	+9.57%	0.02
Phillip Ethical India Portfolio	Equity	₹9 Cr	-9.42%	-10.65%	+4.87%	+8.05%	-0.13
AG PRIVE PHILLIP DYNAMIC ALLOCATOR	Equity	₹2 Cr	-2.26%	-	-	-2.21%	-
PHILLIP CONSERVATIVE CREDIT PORTFOLIO GROWTH	Debt	₹43 Cr	-0.23%	-	-	+4.60%	-
PHILLIP CONSERVATIVE CREDIT PORTFOLIO REGULAR INCOME	Debt	₹36 Cr	-0.16%	-	-	+6.67%	-

Phillip Income Builder Portfolio Regular Income

Phillip Income Builder Portfolio Premier

Phillip Income Builder Portfolio Growth

Phillip Multi Asset Portfolio

Phillip Alpha Creation Equity Strategy

Phillip Star Portfolio

Phillip Emerging India Portfolio

Phillip Signature India Portfolio

Phillip Ethical India Portfolio

AG PRIVE PHILLIP DYNAMIC ALLOCATOR

PHILLIP CONSERVATIVE CREDIT PORTFOLIO GROWTH

PHILLIP CONSERVATIVE CREDIT PORTFOLIO REGULAR INCOME