- Manager
- Phillipcapital (India)
- Service
- Discretionary
- Asset class
- Debt
Phillip Income Builder Portfolio Regular Income
+10.06%
1-year return
Benchmark Crisil Composite Bond Fund Index +3.81% · to 30 Sep 2026
Phillipcapital (India)’s Phillip Income Builder Portfolio Regular Income returned 10.06% over the year to 30 Sep 2026, against 3.81% for its benchmark, the Crisil Composite Bond Fund Index. It managed ₹187 crore across its clients.
Key numbers
- AUM
- ₹187 Cr
- Benchmark
- Crisil Composite Bond Fund Index
- Turnover, past year
- 0.45×
- 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 | +0.62% | −0.42% | +1.04% |
| 3 months | +2.12% | −0.40% | +2.52% |
| 6 months | +5.37% | +3.10% | +2.27% |
| 1 year | +10.06% | +3.81% | +6.25% |
| 2 years | +11.62% | +5.33% | +6.29% |
| Since inception | +13.78% | +6.91% | +6.87% |
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
- Debt98.96%₹185 Cr
- Cash and other1.04%₹1.94 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹3.13 Cr
- Net, Sep 2026
- −₹3.13 Cr
- Net, FY to date
- −₹12.39 Cr
- Turnover, month
- 0.11×
- Turnover, past year
- 0.45×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Phillip Income Builder Portfolio Regular Income returned?
10.06% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.62%; 3 months: 2.12%; 6 months: 5.37%; 1 year: 10.06%; 2 years: 11.62%; Since inception: 13.78%.
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 6.25 percentage points ahead.
How much does Phillip Income Builder Portfolio Regular Income manage?
₹187 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 Regular Income?
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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