TRAILING PERFORMANCEDETAILED PORTFOLIOPORTFOLIO MANAGERS
A triple graduate with specialization in finance and management • More than 18 years of experience in Indian equity markets and investment products • Worked with some of the most respected wealth management organisations and companies in India including Sushil Finance, AMSEC and Motilal Oswal • Having worked at both buy and sell side, he exactly understands how each of them works and how to stay ahead of the street ‘’My philosophy is very clear, disregard the noise on macro environment and just focus on identifying good quality ideas and hold on the winners for long term. It is also necessary to have a focussed portfolio as over diversification becomes unmanageable and adds no value to a portfolio”
FUND SUMMARYFEE STRUCTUREINVESTMENT PHILOSOPHYInvest in 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 capitalization to generate returns over the medium to long term.
The Phillip Ethical India portfolio is a unique offering that caters to investors seeking both ethical and Shariah-compliant investment options in the Indian market. This portfolio adheres to Shariah principles, ensuring that investments are made in accordance with the guidelines. It focuses on companies operating in sectors that are permissible, avoiding businesses involved in activities such as gambling, alcohol, and interest-based financial transactions.
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