Know Your PMS · Monthly tearsheet
Phillip Conservative Credit Portfolio PCCP Regular
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Aug_20269 months filedBM: Crisil Composite Bond Fund IndexBM: CRISILCOMPOSITEBOND
CAGR
Needs 12 months
Total return
7.92%
Max drawdown
-0.16%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
88.89%
Best / worst month
1.5% / -0.2%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | 0.90% | 0.88% | -0.16% | 1.13% | 0.82% | 1.39% | 0.47% | 0.71% | – | – | – | – | 6.30% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 1.52% | 1.52% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Apr_2026 | 0.16% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
1 mo
Ann. volatility
1.64%
Downside deviation
0.55%