About Company
Phillip Capital India
PhillipCapital India, headquartered in Mumbai, is a diversified financial intermediary that provides brokerage services in cash and derivatives (equities, commodities, and currencies), as well as Advisory Services, Distribution of IPOs/ Mutual Funds/ Insurance, Research Services, Demat services, Clearing Services, Portfolio Management Services (PMS), and Merchant Banking Services to corporates, foreign and domestic institutions, and high net worth individuals (HNI). PhillipCapital (India) P. Ltd. is a subsidiary of the Singapore-based PhillipCapital Group.’ The National Stock Exchange (NSE), the Bombay Stock Exchange (BSE), the Metropolitan Stock Exchange (MSEI), the Multi Commodity Exchange (MCX), and the National Commodity and Derivatives Exchange Ltd all have us as members (NCDEX). We also participate in the Central Depository Services Limited (CDSL) and National Securities Depository Limited (NSDL) depository systems (NSDL).
Fund Snapshot
| Particulars | Details |
|---|---|
| PMS Provider | PhillipCapital (India) Pvt Ltd |
| Strategy Name | AG PRIVE PHILLIP DYNAMIC ALLOCATOR |
| Asset Class | Equity |
| Benchmark | BSE 500 TRI |
| Date of Inception | 04 February 2026 |
| Track Record Age | 4 Months |
| Assets Under Management (AUM) | ₹2.51 Crore |
| Minimum Investment | ₹50 Lakh |
| Fixed Fee Structure | AMC Charge: Up to 2.50% per annum |
| Variable Fee Structure | AMC: 0%–2.50% p.a. • Hurdle Rate: 0%–25% • Profit Sharing: 1%–30% |
| Exit Load | Up to 3% in Year 1, Up to 2% in Year 2, Up to 1% in Year 3 |
| Fund Manager | Nishit Shah |
| Investment Objective | To generate medium- to long-term returns through customized portfolios comprising primarily equities, while also investing in mutual funds, debt instruments, and other securities where appropriate. |
Fund Philosophy
A Customized Portfolio Management Approach
AG PRIVE PHILLIP DYNAMIC ALLOCATOR follows a highly personalized investment framework where portfolios can be tailored to the specific objectives, risk appetite, and financial requirements of individual clients. Unlike standardized investment products, each portfolio may differ significantly from another.
Dynamic Asset Allocation Strategy
The strategy is designed to dynamically allocate capital across equities, mutual funds, debt instruments, and other eligible securities depending on prevailing market conditions and investment opportunities. This flexibility enables the portfolio to adapt to changing economic and market environments.
Focus on Medium- to Long-Term Wealth Creation
The portfolio aims to generate sustainable returns over the medium to long term by identifying quality investment opportunities across asset classes. The emphasis is on balancing growth potential with prudent risk management.
Diversification for Risk Management
By investing across multiple asset classes rather than solely in equities, the strategy seeks to reduce portfolio volatility and improve risk-adjusted returns. Diversification helps manage market uncertainties while maintaining growth opportunities.
Client-Centric Investment Management
A defining feature of the strategy is its customized structure. Investment decisions are aligned with each investor's financial goals, liquidity needs, investment horizon, and risk profile, creating a more personalized wealth management experience.
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AG PRIVE PHILLIP DYNAMIC ALLOCATOR
Benchmark: BSE 500 TRI
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Phillipcapital (India) Pvt Ltd
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹1.80 | 2.50 | 3.58 | NA | NA | NA | NA | NA | NA | 2.30 |
| Benchmark | NA | 2.18 | 3.76 | NA | NA | NA | NA | NA | NA | 0.39 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Nishit Shah
Nishit Shah is a seasoned investment professional with over 19 years of experience in the Indian equity markets. As the Head of PMS and Fund Manager at PhillipCapital India, he oversees several key strategies, including the Phillip Signature India Portfolio and the Phillip Emerging India Portfolio. A triple graduate specializing in finance and management, his career includes tenures at prominent firms such as Motilal Oswal, AMSEC, and Sushil Finance. His investment philosophy is centered on high-conviction, focused portfolios that prioritize strong corporate governance and sustainable growth over macro-level noise. He is recognized for his "bottom-up" approach to identifying long-term winners while maintaining a disciplined, staggered investment process to manage market volatility.
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AG PRIVE PHILLIP DYNAMIC ALLOCATOR aims to generate medium- to long-term returns through customized portfolios that primarily invest in equities while also having the flexibility to allocate capital to mutual funds, debt instruments, and other securities.
AG PRIVE PHILLIP DYNAMIC ALLOCATOR offers a highly customized portfolio structure where investment allocations may vary from client to client based on individual financial goals, risk tolerance, and investment preferences.
AG PRIVE PHILLIP DYNAMIC ALLOCATOR primarily invests in equity shares but may also allocate capital to mutual funds, debt instruments, and other eligible investment avenues depending on market conditions and portfolio requirements.
The minimum investment amount for AG PRIVE PHILLIP DYNAMIC ALLOCATOR is ₹50 lakh, making it suitable for high-net-worth investors seeking personalized portfolio management services.
AG PRIVE PHILLIP DYNAMIC ALLOCATOR may be suitable for investors looking for a customized investment solution, diversified asset allocation, professional portfolio management, and long-term wealth creation through a flexible investment approach.
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