Phillipcapital (India) Pvt Ltd

Equity, Debt · 12 investment approaches

Total AUM

₹1.2K Cr

Years Active

10.3

AUM Change (3M)

+9.1%

AUM Change (1Y)

+18.2%

Min Investment

₹50L

Schemes

12

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Phillip Emerging India Portfolio	Equity	₹30 Cr	+3.88%	+11.44%	+9.27%	+13.08%	0.58
Phillip Income Builder Portfolio Growth	Debt	₹264 Cr	+0.82%	+10.73%	+13.62%	+13.76%	4.54
Phillip Ethical India Portfolio	Equity	₹11 Cr	+3.05%	+10.56%	+6.67%	+10.85%	0.33
Phillip Income Builder Portfolio Regular Income	Debt	₹189 Cr	+0.88%	+10.49%	-	+13.95%	4.12
Phillip Income Builder Portfolio Premier	Debt	₹16 Cr	+0.77%	+10.43%	-	+12.82%	2.58
Phillip Signature India Portfolio	Equity	₹259 Cr	+3.08%	+9.21%	+8.31%	+11.80%	0.46
Phillip Alpha Creation Equity Strategy	Equity	₹208 Cr	+1.74%	+8.93%	+9.16%	+13.14%	0.73
Phillip Star Portfolio	Equity	₹9 Cr	+1.81%	+7.66%	+14.26%	+14.21%	0.81
Phillip Multi Asset Portfolio	Equity	-	-0.02%	+2.28%	+9.14%	+7.12%	-
AG PRIVE PHILLIP DYNAMIC ALLOCATOR	Equity	₹2 Cr	+1.34%	-	-	+3.68%	-
PHILLIP CONSERVATIVE CREDIT PORTFOLIO GROWTH	Debt	₹79 Cr	+0.65%	-	-	+9.37%	-
PHILLIP CONSERVATIVE CREDIT PORTFOLIO REGULAR INCOME	Debt	₹99 Cr	+0.71%	-	-	+11.55%	-

Phillip Emerging India Portfolio

Phillip Income Builder Portfolio Growth

Phillip Ethical India Portfolio

Phillip Income Builder Portfolio Regular Income

Phillip Income Builder Portfolio Premier

Phillip Signature India Portfolio

Phillip Alpha Creation Equity Strategy

Phillip Star Portfolio

Phillip Multi Asset Portfolio

AG PRIVE PHILLIP DYNAMIC ALLOCATOR

PHILLIP CONSERVATIVE CREDIT PORTFOLIO GROWTH

PHILLIP CONSERVATIVE CREDIT PORTFOLIO REGULAR INCOME