APMI

Phillip Ethical India Portfolio

Investment Approach Details

₹14.67

(AUM CR)

PMS Provider Name

Phillipcapital (India) Pvt Ltd

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

12/12/2017

Age

7.11 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC Charge: Upto 2.50% p.a.

Variable Fees Structure

AMC: 0 to 2.50% p.a. Hurdle: 0 to 25% Profit sharing: 1 to 30%

Exit Load

1st year: Upto 3% 2nd year: Upto 2% 3rd year: Upto 1%

Purpose

To invest into socially responsible companies and avoid companies that engage in activities that are deemed to be against beliefs. The emphasis is to invest in a diversified portfolio across market capitalisation to generate returns over medium to long term.

Fund Manager Details


Mr Nishit Shah
Work Exp. NA
Email ID nishah@phillipcapital.in
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.13

1 Year Turnover

0.70