Phillip Income Builder Portfolio Premier PMS: Returns, AUM & Details
Phillipcapital (India) Pvt Ltd • Debt
Phillip Income Builder Portfolio Premier is a debt portfolio management service (PMS) strategy run by Phillipcapital (India) Pvt Ltd, launched on 2 Jul 2024. It manages ₹15.14 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +10.68% over 1 year (+13.48% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹15.14 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)
₹15.14 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
02/07/2024
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.87%
3 Months
+4.97%
1 Year
+10.68%
Since Inception
+13.48%
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 Premier
What are the returns of Phillip Income Builder Portfolio Premier?
Phillip Income Builder Portfolio Premier has a 1-year return of +10.68% and +13.48% since inception. Past performance is not indicative of future results.
What is the AUM of Phillip Income Builder Portfolio Premier?
Phillip Income Builder Portfolio Premier manages ₹15.14 Cr of client assets.
What is the minimum investment for Phillip Income Builder Portfolio Premier?
The minimum investment for Phillip Income Builder Portfolio Premier is ₹50 Lakhs.
When was Phillip Income Builder Portfolio Premier launched?
Phillip Income Builder Portfolio Premier was launched on 2 Jul 2024. It has a 1-year track record.