Phillip Income Builder Portfolio Growth PMS: Returns, AUM & Details
Phillipcapital (India) Pvt Ltd • Debt
Phillip Income Builder Portfolio Growth is a debt portfolio management service (PMS) strategy run by Phillipcapital (India) Pvt Ltd, launched on 28 Aug 2023. It manages ₹259 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +10.96% over 1 year (+14.05% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹259 Cr
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹259.49 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
28/08/2023
Trailing Returns
Trailing returns
Period
Return
1 Month
+1.32%
3 Months
+4.89%
1 Year
+10.96%
Since Inception
+14.05%
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Frequently asked questions about Phillip Income Builder Portfolio Growth
What are the returns of Phillip Income Builder Portfolio Growth?
Phillip Income Builder Portfolio Growth has a 1-year return of +10.96% and +14.05% since inception. Past performance is not indicative of future results.
What is the AUM of Phillip Income Builder Portfolio Growth?
Phillip Income Builder Portfolio Growth manages ₹259 Cr of client assets.
What is the minimum investment for Phillip Income Builder Portfolio Growth?
The minimum investment for Phillip Income Builder Portfolio Growth is ₹50 Lakhs.
When was Phillip Income Builder Portfolio Growth launched?
Phillip Income Builder Portfolio Growth was launched on 28 Aug 2023. It has a 2-year track record.