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Emerging India Portfolio

Phillip Capital India Pvt Ltd
PMS Small & Mid Cap
Benchmark
S&P BSE 500 TRI
Inception Date
9 August 2017
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

The Phillip Emerging India portfolio is an actively managed investment strategy focused on identifying and capitalizing on growth prospects within India's developing market segments. This portfolio is structured to harness the potential of sectors and enterprises experiencing rapid expansion, providing investors with access to high-potential domains including technology, consumer staples, and healthcare. Employing a proactive investment philosophy underpinned by thorough analysis, the Phillip Emerging India portfolio aims to leverage India's dynamic economic evolution for clients seeking participation in the country's emerging market opportunities.

Investment Objective

To capitalize on the growth prospects inherent in small and mid-capitalization Indian equities, which are poised to benefit from the extensive opportunities emerging within the nation's economy, our investment strategy centers on constructing a diversified portfolio designed to achieve capital appreciation over a medium to long-term horizon.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -3.55% -0.24% -3.31%
3 MONTHS 0.43% 5.02% -4.59%
6 MONTHS -2.82% 1.28% -4.10%
1 YEAR -1.66% 6.62% -8.28%
2 YEAR 4.02% 10.50% -6.48%
3 YEAR 14.09% 15.08% -0.99%
5 YEAR 15.73% 15.43% 0.30%
SINCE INCEPTION 12.62% 13.13% -0.51%

Calendar Year Performance

Year Return
CY 2025 -1.66%
CY 2024 10.09%
CY 2023 37.35%
CY 2022 -2.34%
CY 2021 45.32%
CY 2020 19.93%
CY 2019 12.77%
CY 2018 -9.27%
CY 2017 7.90%

Financial Year Performance

Year Return
FY 26_YTD 11.32%
FY 25 1.49%
FY 24 37.92%
FY 23 -3.16%
FY 22 19.94%
FY 21 68.97%
FY 20 -14.14%
FY 19 4.28%
FY 18 0.40%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Nishit Shah

Portfolio Manager

This investment professional holds a triple postgraduate qualification with a focus on finance and management. With over 19 years of dedicated experience in the Indian equity markets and investment products sector, they have contributed to prominent wealth management organizations and firms in India, including Sushil Finance, AMSEC, and Motilal Oswal. Their extensive background, encompassing both buy-side and sell-side roles, provides a comprehensive understanding of market dynamics and strategies for outperformance. The core investment philosophy centers on a disciplined approach: filtering out macroeconomic distractions to identify high-quality investment opportunities and maintaining a long-term conviction in winning positions. Furthermore, the emphasis is placed on portfolio concentration, as excessive diversification can lead to unmanageable complexity and diminished performance enhancement.

Portfolio Details

Portfolio Composition

Large Cap
13.19%
Mid Cap
30.21%
Small Cap
50.08%
Cash & Equivalent
6.52%

Top 5 Holdings

  • Tvs Motor Company Ltd. 7.61%
  • Cash & Cash Equivalents 6.52%
  • Coforge Limited 6.05%
  • Eureka Forbes Limited 5.86%
  • Endurance Technologies Limited 5.59%

Top 5 Sectors

  • Capital Goods 24.33%
  • Automobile and Auto Components 18.45%
  • Consumer Durables 14.14%
  • Information Technology 9.44%
  • Chemicals 8.88%

Portfolio Characteristics

total number of stocks
24
top 5 stocks percent
31.63%
top 5 sectors percent
75.24%
average market cap
33330.22
portfolio age
8 Yrs, 4 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.5%

Hurdle: 10%

Profit Sharing: 15%

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)