- Manager
- Phillipcapital (India)
- Service
- Discretionary
- Asset class
- Equity
Phillip Star Portfolio
+0.64%
1-year return
Benchmark S and P BSE 500 −2.29% · to 30 Sep 2026
Phillipcapital (India)’s Phillip Star Portfolio returned 0.64% over the year to 30 Sep 2026, against −2.29% for its benchmark, the S and P BSE 500. It managed ₹8.77 crore across its clients.
Key numbers
- AUM
- ₹8.77 Cr
- Benchmark
- S and P BSE 500
- Turnover, past year
- 0.31×
- 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 | −5.89% | −5.52% | −0.37% |
| 3 months | −1.47% | −3.55% | +2.08% |
| 6 months | +11.44% | +8.07% | +3.37% |
| 1 year | +0.64% | −2.29% | +2.93% |
| 2 years | −0.11% | −4.44% | +4.33% |
| 3 years | +11.59% | +8.39% | +3.20% |
| 4 years | +13.20% | +10.23% | +2.97% |
| 5 years | +10.47% | +7.83% | +2.64% |
| Since inception | +13.20% | +12.14% | +1.06% |
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
- Mutual funds98.65%₹8.66 Cr
- Cash and other1.35%₹0.12 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.22 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.31×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Phillip Star Portfolio returned?
0.64% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.89%; 3 months: −1.47%; 6 months: 11.44%; 1 year: 0.64%; 2 years: −0.11%; 3 years: 11.59%; 4 years: 13.20%; 5 years: 10.47%; Since inception: 13.20%.
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 2.93 percentage points ahead.
How much does Phillip Star Portfolio manage?
₹8.77 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 Star Portfolio?
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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