Phillip Income Builder Portfolio Regular Income PMS: Returns, AUM & Details
Phillipcapital (India) Pvt Ltd • Debt
Phillip Income Builder Portfolio Regular Income is a debt portfolio management service (PMS) strategy run by Phillipcapital (India) Pvt Ltd, launched on 10 Oct 2023. It manages ₹190 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +11.22% over 1 year (+14.32% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹190 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)
₹189.54 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
10/10/2023
Trailing Returns
Trailing returns
Period
Return
1 Month
+1.26%
3 Months
+4.79%
1 Year
+11.22%
Since Inception
+14.32%
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 Regular Income
What are the returns of Phillip Income Builder Portfolio Regular Income?
Phillip Income Builder Portfolio Regular Income has a 1-year return of +11.22% and +14.32% since inception. Past performance is not indicative of future results.
What is the AUM of Phillip Income Builder Portfolio Regular Income?
Phillip Income Builder Portfolio Regular Income manages ₹190 Cr of client assets.
What is the minimum investment for Phillip Income Builder Portfolio Regular Income?
The minimum investment for Phillip Income Builder Portfolio Regular Income is ₹50 Lakhs.
When was Phillip Income Builder Portfolio Regular Income launched?
Phillip Income Builder Portfolio Regular Income was launched on 10 Oct 2023. It has a 2-year track record.