- Manager
- Phillipcapital (India)
- Service
- Discretionary
- Asset class
- Debt
Phillip Income Builder Portfolio Premier
+9.86%
1-year return
Benchmark Crisil Composite Bond Fund Index +3.81% · to 30 Sep 2026
Phillipcapital (India)’s Phillip Income Builder Portfolio Premier returned 9.86% over the year to 30 Sep 2026, against 3.81% for its benchmark, the Crisil Composite Bond Fund Index. It managed ₹15.58 crore across its clients.
Key numbers
- AUM
- ₹15.58 Cr
- Benchmark
- Crisil Composite Bond Fund Index
- Turnover, past year
- 0.67×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Crisil Composite Bond Fund Index | Difference |
|---|---|---|---|
| 1 month | +0.61% | −0.42% | +1.03% |
| 3 months | +1.92% | −0.40% | +2.32% |
| 6 months | +4.48% | +3.10% | +1.38% |
| 1 year | +9.86% | +3.81% | +6.05% |
| 2 years | +12.11% | +5.33% | +6.78% |
| Since inception | +12.63% | +6.05% | +6.58% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Debt98.98%₹15.42 Cr
- Cash and other1.02%₹0.16 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.01 Cr
- Net, Sep 2026
- −₹0.01 Cr
- Net, FY to date
- −₹0.12 Cr
- Turnover, month
- 0.11×
- Turnover, past year
- 0.67×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Phillip Income Builder Portfolio Premier returned?
9.86% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.61%; 3 months: 1.92%; 6 months: 4.48%; 1 year: 9.86%; 2 years: 12.11%; Since inception: 12.63%.
How has it done against its benchmark?
Its benchmark, the Crisil Composite Bond Fund Index, returned 3.81% over the year, so the strategy was 6.05 percentage points ahead.
How much does Phillip Income Builder Portfolio Premier manage?
₹15.58 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Phillip Income Builder Portfolio Premier?
Phillipcapital (India), a SEBI-registered portfolio manager (INP000004433), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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