Phillipcapital (India) Pvt Ltd — PMS strategies
Phillipcapital (India) Pvt Ltd is a SEBI-registered portfolio manager running 12 strategies in our tracker, holding ₹1,127 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 31 Jul 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₹262 CrAUM—3Y
- Phillip Signature India Portfolio₹251 CrAUM7.6%3Y
- Phillip Alpha Creation Equity Strategy₹202 CrAUM8.9%3Y
- Phillip Income Builder Portfolio Regular IncomeHybrid₹189 CrAUM—3Y
- PHILLIP CONSERVATIVE CREDIT PORTFOLIO REGULAR INCOMEHybrid₹86 CrAUM—3Y
- PHILLIP CONSERVATIVE CREDIT PORTFOLIO GROWTHHybrid₹71 CrAUM—3Y
- Phillip Emerging India Portfolio₹29 CrAUM9.2%3Y
- Phillip Income Builder Portfolio PremierHybrid₹15 CrAUM—3Y
- Phillip Ethical India Portfolio₹10 CrAUM6.2%3Y
- Phillip Star Portfolio₹9 CrAUM14.2%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 31 Jul 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.