Know Your PMS · Monthly tearsheet
Phillip Income Builder Portfolio Growth
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_202636 months filedBM: CRISILCOMPOSITEBONDBM: BenchmarkBM: Crisil Composite Bond Fund Index
CAGR
12.37%
Total return
41.91%
Max drawdown
-0.06%
Sharpe
8.39
Sortino
59.54
Calmar
206.25
Win months
94.44%
Best / worst month
1.9% / -0.1%
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 | 1.04% | 0.73% | -0.06% | 1.32% | 0.69% | 1.58% | 0.58% | 0.82% | – | – | – | – | 6.89% |
2025 | 0.59% | 1.06% | 0.86% | 1.71% | 0.78% | 1.14% | 0.97% | 0.77% | 1.04% | 0.73% | 0.86% | 0.81% | 11.92% |
2024 | 1.01% | 1.18% | 0.86% | 0.00% | 1.10% | 1.16% | 1.20% | 1.05% | 0.82% | 1.18% | 0.90% | 0.67% | 11.71% |
2023 | – | – | – | – | – | – | – | – | 1.01% | 1.66% | 1.94% | 1.44% | 6.19% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Apr_2026 | 0.06% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
22 mo
Longest loss streak
1 mo
Ann. volatility
1.38%
Downside deviation
0.21%