Phillipcapital (India) Pvt Ltd

Equity, Debt · 13 investment approaches

Total AUM

₹1.2K Cr

Years Active

10.4

AUM Change (3M)

+7.0%

AUM Change (1Y)

+20.8%

Min Investment

₹50L

Schemes

13

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Phillip Emerging India Portfolio	Equity	₹30 Cr	-0.53%	+12.29%	+9.56%	+12.90%	0.56
Phillip Income Builder Portfolio Growth	Debt	₹265 Cr	+0.68%	+10.34%	+13.56%	+13.62%	4.46
Phillip Income Builder Portfolio Regular Income	Debt	₹187 Cr	+0.62%	+10.06%	-	+13.78%	4.05
Phillip Income Builder Portfolio Premier	Debt	₹16 Cr	+0.61%	+9.86%	-	+12.63%	2.52
Phillip Ethical India Portfolio	Equity	₹10 Cr	-2.70%	+8.93%	+5.59%	+10.40%	0.26
Phillip Signature India Portfolio	Equity	₹252 Cr	-2.16%	+8.12%	+7.74%	+11.47%	0.40
Phillip Alpha Creation Equity Strategy	Equity	₹205 Cr	-1.05%	+7.91%	+8.59%	+12.84%	0.67
Phillip Multi Asset Portfolio	Equity	-	-0.02%	+2.28%	+9.14%	+7.12%	-
Phillip Star Portfolio	Equity	₹9 Cr	-5.89%	+0.64%	+11.59%	+13.20%	0.61
AG PRIVE PHILLIP DYNAMIC ALLOCATOR	Equity	₹2 Cr	-4.66%	-	-	-1.24%	-
PHILLIP CONSERVATIVE CREDIT PORTFOLIO GROWTH	Debt	₹88 Cr	+0.95%	-	-	+10.41%	-
PHILLIP CONSERVATIVE CREDIT PORTFOLIO REGULAR INCOME	Debt	₹114 Cr	+0.94%	-	-	+12.60%	-
PHILLIP TREASURY PLUS PORTFOLIO	Debt	₹14 Cr	+1.10%	-	-	+1.34%	-

Phillip Emerging India Portfolio

Phillip Income Builder Portfolio Growth

Phillip Income Builder Portfolio Regular Income

Phillip Income Builder Portfolio Premier

Phillip Ethical India Portfolio

Phillip Signature India Portfolio

Phillip Alpha Creation Equity Strategy

Phillip Multi Asset Portfolio

Phillip Star Portfolio

AG PRIVE PHILLIP DYNAMIC ALLOCATOR

PHILLIP CONSERVATIVE CREDIT PORTFOLIO GROWTH

PHILLIP CONSERVATIVE CREDIT PORTFOLIO REGULAR INCOME

PHILLIP TREASURY PLUS PORTFOLIO