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Income Builder Portfolio
Income Builder Portfolio

Income Builder Portfolio

  • Phillip Capital India Pvt Ltd
  • Debt
  • 4
    Out of 15*
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Portfolio age2 years, 3 months
0.73%
0.68%
Hurdle Rate**0.00%
Fixed fee0.75%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Nishit Shah
  • Manager Rank Out of 8
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr11.75%
Profile

A triple graduate with specialization in finance and management .More than 19 years of experience in Indian equity markets and investment products .Worked with some of the most respected wealth management organisations and companies in India including Sushil Finance, AMSEC and Motilal Oswal .Having worked at both buy and sell side, he exactly understands how each of them works and how to stay ahead of the street.My guiding principle is crystal clear: ignore the noise in the macroenvironment, concentrate only on finding high-quality ideas, and retain the winners over the long haul. Additionally, having a focused portfolio is essential because excessive diversification is unmanageable and does not enhance a portfolio.

Other Schemes
  • table
  • Grid
Compare
Phillip - Signature India Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
110 Out of 251
Fixed Fee
2.50%
Scheme Return
3.87%
Benchmark Return
4.27%
Phillip - Emerging India Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
28 Out of 53
Fixed Fee
2.50%
Scheme Return
3.33%
Benchmark Return
4.27%
Phillip - Ethical India Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
229 Out of 251
Fixed Fee
2.50%
Scheme Return
1.53%
Benchmark Return
4.27%
Income Builder Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Crisil Composite Bond Fund Index
Category
Debt
Category Rank
7 Out of 15
Fixed Fee
0.75%
Scheme Return
0.73%
Benchmark Return
0.68%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
Inception Date
Aug 28, 2023
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
0.75%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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bt_logoINVESTMENT PHILOSOPHY

Objective

To gereate superior returns over G-Sec in mid to long term through investments in fixed income securities with an emphasis on capital preservation. The strategy aims to generate capital appreciation and income predominantly through a combination of accrual duration and credit strategies.

Investment Approach

Portfolio Manager may maintain 100% cash holding either at initial portfolio construction stage or when risk reward is not favourable.Portfolio will not take any Exposure to Real Estate Cos. Low preference for Fintech issuers with exposure limited to 20%.

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Income Builder Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Crisil Composite Bond Fund Index
Category Rank
7 Out of 15
Fixed Fee
0.75%
Scheme Return
0.73%
Benchmark Return
0.68%
Maximal - Income Fund
AUM (₹ Cr)
₹32.01 Cr
Hurdle Rate
12.00%
Benchmark
Nifty Medium to Long Duration Debt Index
Category Rank
1 Out of 15
Fixed Fee
No Option
Scheme Return
2.06%
Benchmark Return
0.73%
Absolute Return Strategy
AUM (₹ Cr)
₹810.00 Cr
Hurdle Rate
8%
Benchmark
Crisil Composite Bond Fund Index
Category Rank
2 Out of 15
Fixed Fee
1.75%
Scheme Return
1.64%
Benchmark Return
0.68%
Secure
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.50% or Benchmark
Benchmark
Crisil Credit Index
Category Rank
3 Out of 15
Fixed Fee
2.50%
Scheme Return
1.01%
Benchmark Return
0.95%
Neo Yield Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty Medium to Long Duration Debt Index
Category Rank
4 Out of 15
Fixed Fee
1% Or 1.25%
Scheme Return
0.95%
Benchmark Return
0.73%
Karvy - Excel
AUM (₹ Cr)
₹94.25 Cr
Hurdle Rate
No Option
Benchmark
Crisil Credit Index
Category Rank
5 Out of 15
Fixed Fee
1.50%
Scheme Return
0.75%
Benchmark Return
%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Phillip Capital India Pvt Ltd
Phillip Capital India Pvt Ltd manages assets worth Rs 1020.44 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap, 1 Small And Mid Cap and 1 Debt schemes.

AUM (₹ cr)

1,020.44 (As on Oct, 2025)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Phillip - Signature India Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
110 Out of 251
Fixed Fee
2.50%
Scheme Return
3.87%
Benchmark Return
4.27%
Phillip - Emerging India Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
28 Out of 53
Fixed Fee
2.50%
Scheme Return
3.33%
Benchmark Return
4.27%
Phillip - Ethical India Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
229 Out of 251
Fixed Fee
2.50%
Scheme Return
1.53%
Benchmark Return
4.27%
Income Builder Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Crisil Composite Bond Fund Index
Category
Debt
Category Rank
7 Out of 15
Fixed Fee
0.75%
Scheme Return
0.73%
Benchmark Return
0.68%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Income Builder Portfolio?
There is no option for Hurdle rate.
What is the fixed fee charged in Income Builder Portfolio ?
The fixed fee charged in Income Builder Portfolio is 0.75%.
What is the variable fee charged in Income Builder Portfolio ?
There is no option for Variable fee.
What is the profit sharing in Income Builder Portfolio ?
There is no option for Profit sharing.
What is the minimum investment in Income Builder Portfolio ?
The minimum investment in Income Builder Portfolio is ₹50 Lacs
What type of scheme is Income Builder Portfolio?
Income Builder Portfolio is an Debt scheme. It falls in the Debt category.
What is the inception date of Income Builder Portfolio?
The inception date of Income Builder Portfolio is Aug 28, 2023.
What is the exit load of Income Builder Portfolio?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

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