Phillip Income Builder Portfolio

DEBT

To consistently generate superior compounded returns than conventional fixed income instruments with uncompromising emphasis on capital preservation

+10.61%

1Y annualised returns

+2.08%

Benchmark returns (Crisil Composite Bond Fund Index)

Launch date

28 Aug '23

Total AUM

₹278.56Cr

Min. investment

₹50,00,000

Benchmark

Crisil Composite Bond Fund Index

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

0.00%

PMS management

NS
Nishit Shah
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About

Mr.Nishit is a triple graduate with more than 13 years of experience in equity markets. He has been successful in identifying themes and stocks that have provided multiplier returns. He has worked with some of the most respected Wealth Management companies in India including Motilal Oswal.

Experience

Over 13 years of experience in the equity markets.

Investment philosophy

Specializes in identifying high-growth investment themes and stocks.

Previously worked at