PhillipCapital
PhillipCapital · Portfolio Management Services
Ethical India is a PMS (Portfolio Management Services) strategy from PhillipCapital. It has returned +8.90% over 1 year, +5.60% over 3 years, +6.20% over 5 years, as reported by the fund manager. It manages about ₹10 crore. The minimum investment in any PMS is ₹50 lakh.
Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.
Ethical India has returned -2.70% (1 month), +1.40% (3 months), +25.60% (6 months), +8.90% (1 year), +5.60% (3 years), +6.20% (5 years), +10.40% (Since inception). Periods over one year are annualised.
SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.
Ethical India is offered by PhillipCapital, a SEBI-registered portfolio manager.