- Manager
- Phillipcapital (India)
- Service
- Discretionary
- Asset class
- Equity
Phillip Ethical India
+8.93%
1-year return
Benchmark S and P BSE 500 −2.29% · to 30 Sep 2026
Phillipcapital (India)’s Phillip Ethical India returned 8.93% over the year to 30 Sep 2026, against −2.29% for its benchmark, the S and P BSE 500. It managed ₹9.97 crore across its clients.
Key numbers
- AUM
- ₹9.97 Cr
- Benchmark
- S and P BSE 500
- Turnover, past year
- 0.97×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 | Difference |
|---|---|---|---|
| 1 month | −2.70% | −5.52% | +2.82% |
| 3 months | +1.41% | −3.55% | +4.96% |
| 6 months | +25.63% | +8.07% | +17.56% |
| 1 year | +8.93% | −2.29% | +11.22% |
| 2 years | −2.28% | −4.44% | +2.16% |
| 3 years | +5.59% | +8.39% | −2.80% |
| 4 years | +7.79% | +10.23% | −2.44% |
| 5 years | +6.22% | +7.83% | −1.61% |
| Since inception | +10.40% | +10.56% | −0.16% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity86.62%₹8.63 Cr
- Cash and other13.38%₹1.33 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.05 Cr
- Outflow, Sep 2026
- ₹0.54 Cr
- Net, Sep 2026
- −₹0.49 Cr
- Net, FY to date
- −₹1.19 Cr
- Turnover, month
- 0.19×
- Turnover, past year
- 0.97×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Phillip Ethical India returned?
8.93% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.70%; 3 months: 1.41%; 6 months: 25.63%; 1 year: 8.93%; 2 years: −2.28%; 3 years: 5.59%; 4 years: 7.79%; 5 years: 6.22%; Since inception: 10.40%.
How has it done against its benchmark?
Its benchmark, the S and P BSE 500, returned −2.29% over the year, so the strategy was 11.22 percentage points ahead.
How much does Phillip Ethical India manage?
₹9.97 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Phillip Ethical India?
Phillipcapital (India), a SEBI-registered portfolio manager (INP000004433), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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