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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

Phillip Emerging India portfolio is a dynamic investment solution that targets the burgeoning opportunities within India’s emerging markets. This portfolio is specifically designed to capture the potential of rapidly growing sectors and companies in India, offering investors exposure to high-growth areas such as technology, consumer goods, and healthcare. With a forward-thinking approach and rigorous research process, the Phillip Emerging India portfolio seeks to capitalize on the country’s evolving economic landscape for investors seeking exposure to India’s emerging market potential.

Investment Objective

To tap the potential of small-cap & mid-cap companies that are expected to benefit from the wide range of opportunities arising in India - The emphasis is to invest in a diversified portfolio to generate returns over the medium to long term.

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

A triple graduate with specialization in finance and management .More than 19 years of experience in Indian equity markets and investment products .Worked with some of the most respected wealth management organisations and companies in India including Sushil Finance, AMSEC and Motilal Oswal .Having worked at both buy and sell side, he exactly understands how each of them works and how to stay ahead of the street.My guiding principle is crystal clear: ignore the noise in the macroenvironment, concentrate only on finding high-quality ideas, and retain the winners over the long haul. Additionally, having a focused portfolio is essential because excessive diversification is unmanageable and does not enhance a portfolio.

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%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

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

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