Phillipcapital (India) Pvt Ltd — PMS strategies

Phillipcapital (India) Pvt Ltd is a SEBI-registered portfolio manager running 12 strategies in our tracker, holding ₹1,114 Cr in aggregate AUM across the 11 that publish a figure. Every one of them is listed below with its 3-year annualised return, as on 30 Jun 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.

All 12 strategies from Phillipcapital (India) Pvt Ltd

• Phillip Income Builder Portfolio GrowthHybrid₹263 CrAUM—3Y
• Phillip Signature India Portfolio₹247 CrAUM8.8%3Y
• Phillip Alpha Creation Equity Strategy₹203 CrAUM10.0%3Y
• Phillip Income Builder Portfolio Regular IncomeHybrid₹190 CrAUM—3Y
• PHILLIP CONSERVATIVE CREDIT PORTFOLIO REGULAR INCOMEHybrid₹80 CrAUM—3Y
• PHILLIP CONSERVATIVE CREDIT PORTFOLIO GROWTHHybrid₹66 CrAUM—3Y
• Phillip Emerging India Portfolio₹29 CrAUM11.2%3Y
• Phillip Income Builder Portfolio PremierHybrid₹15 CrAUM—3Y
• Phillip Ethical India Portfolio₹11 CrAUM7.4%3Y
• Phillip Star Portfolio₹9 CrAUM14.6%3Y
• AG PRIVE PHILLIP DYNAMIC ALLOCATOR₹2 CrAUM—3Y
• Phillip Multi Asset PortfolioHybrid—AUM0.0%3Y

Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Jun 2026. Alpha is return minus S&P BSE 500 TRI for the same window (shown where a like-for-like benchmark exists). Figures are sourced from disclosures and are not verified by SEBI. Past performance is not indicative of future returns. Minimum investment ₹50 lakh (SEBI mandate). This is not investment advice.