Strategy performance
Phillip PACES Portfolio
Phillipcapital India Private Limited · AUM ₹208 Cr · as of Aug 2026
Our read
₹100 grew to ₹179.9 since inception (+11.3% CAGR), with a max drawdown of −14.0%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+8.2%
Since inception
+11.3%
Max drawdown
−14.0%
Volatility
+11.9%
Peer position
Loading peer ranks…
Performance
Phillip PACES Portfolio₹179.9Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −2.8% | +1.1% | −6.0% | +7.6% | +1.3% | +2.9% | +1.0% | +1.7% | +6.4% | ||||
| 2025 | −3.1% | −4.5% | +4.1% | +1.3% | +4.7% | +1.7% | −0.8% | −0.4% | −0.1% | +2.5% | +1.0% | −1.0% | +5.0% |
| 2024 | −1.3% | +0.4% | +0.4% | 0.0% | +0.3% | +6.0% | +2.4% | +0.9% | +1.5% | −4.0% | +0.6% | −2.4% | +4.6% |
| 2023 | −1.4% | −1.8% | −1.7% | +4.8% | +6.6% | +4.7% | +4.2% | +0.9% | +0.6% | −2.0% | +5.3% | +4.4% | +26.7% |
| 2022 | −1.6% | −4.7% | +5.2% | −1.4% | −5.0% | −5.5% | +10.8% | +4.5% | −2.2% | +1.3% | −3.5% | −3.4% | |
| 2021 | +4.5% | +0.2% | +0.8% | +6.3% | +2.0% | +3.0% | +5.2% | +2.6% | +0.4% | −3.2% | +1.7% | +25.7% |
Metrics
Tearsheet- 1M return
- +1.7%
- 3M return
- +5.7%
- 6M return
- +8.3%
- 1Y return
- +8.9%
- 2Y CAGR
- +3.4%
- 3Y CAGR
- +8.2%
- 5Y CAGR
- +8.8%
- Since-inception CAGR
- +11.3%
- Total return
- +79.9%
- Average month
- +1.0%
- Median month
- +0.9%
- Average up month
- +2.9%
- Best month
- +10.8%
- Best rolling 12M
- +32.6%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Aug 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Phillip PACES Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Phillip PACES Portfolio performed?
- Phillip PACES Portfolio (Phillipcapital India Private Limited) shows CAGR 11.26% and max drawdown -14.02% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Phillip PACES Portfolio CAGR / max drawdown?
- CAGR is 11.26%; max drawdown is -14.02%. We only publish CAGR when there are enough months (≥12 on this track of 66 months). Learn more
- Where do Phillip PACES Portfolio returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Phillip PACES Portfolio?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more