IA Insight Report
IA Insight REPORT

AG PRIVE PHILLIP DYNAMIC ALLOCATOR

Investment Approach Details

₹2.48

(AUM CR)
   

Phillipcapital (India) Pvt Ltd

BSE 500 TRI

Equity

Equity

04/02/2026

2 Months

5000000

AMC CHARGE: UPTO 2.50% P.A.

AMC: 0 TO 2.50% P.A. HURDLE: 0 TO 25% PROFIT SHARING: 1 TO 30%

1ST YEAR: UPTO 3% 2ND YEAR: UPTO 2% 3RD YEAR: UPTO 1%

   

Investment objective To generate returns over medium to long term by creating a customized portfolio for each client by making investments which primarily comprise of equity shares and the funds may also fully or partially invest in units of mutual funds and/or debt instruments etc. A customized portfolio may be created for each client and it may completely different from that of the other clients.

Fund Manager Details

Mr Nishit Shah

NA

compliance@phillipcapital.in

NA

NA

No Image

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2026

1.50

NA