Know Your PMS · Monthly tearsheet
Phillip Income Builder Portfolio Premier
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_202626 months filedBM: Crisil Composite Bond Fund IndexBM: CRISILCOMPOSITEBONDBM: Benchmark
CAGR
12.06%
Total return
27.99%
Max drawdown
0.00%
Sharpe
6.02
Sortino
Not reported
Calmar
Not reported
Win months
100.00%
Best / worst month
2.1% / 0.0%
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 | 1.53% | 0.29% | 0.04% | 0.87% | 0.07% | 1.65% | 0.52% | 0.77% | – | – | – | – | 5.87% |
2025 | 1.89% | 0.62% | 1.05% | 1.57% | 1.17% | 2.10% | 0.55% | 0.59% | 1.13% | 0.94% | 0.98% | 0.70% | 14.11% |
2024 | – | – | – | – | – | – | 1.07% | 1.23% | 0.99% | 1.65% | 0.74% | 0.12% | 5.94% |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
26 mo
Longest loss streak
0 mo
Ann. volatility
1.87%
Downside deviation
0.00%