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PHILLIP CONSERVATIVE CREDIT PORTFOLIO GROWTH

Phillipcapital (India) Pvt Ltd

43.47 CR AUM

PHILLIP CONSERVATIVE CREDIT PORTFOLIO GROWTH

PHILLIP CONSERVATIVE CREDIT PORTFOLIO GROWTH

Phillipcapital (India) Pvt Ltd

43.47 CR AUM

CRISIL Composite Bond Index
Benchmark
0yr 6mo
Age
DEBT
Strategy
AMC Charge Upto 2.50%
Fixed Fees
AMC: 0 to 2.50% p.a. Hurdle: 0 to 25% Profit sharing: 1 to 30%
Variable Fees
1st year: Upto 3% 2nd year: Upto 2% 3rd year: Upto 1%
Exit Load
CRISIL Composite Bond Index
Benchmark
0yr 6mo
Age
DEBT
Strategy
AMC Charge Upto 2.50%
Fixed Fees
AMC: 0 to 2.50% p.a. Hurdle: 0 to 25% Profit sharing: 1 to 30%
Variable Fees
1st year: Upto 3% 2nd year: Upto 2% 3rd year: Upto 1%
Exit Load
Fund manager

vaibhav singhal

Fund Manager
DEBTStrategies

Post-graduate with specialization in finance from Educatis School & ZCBI . More than 16 years of experience in Indian bond markets and banking . Worked with ICICI Bank in treasury and bond desks. Strong understanding of fixed income markets, origination and sourcing new debt papers and structuring debt term sheets. Finding top-notch issuers with appealing yields in the mid-market segment is our main goal. These issuers have a proven track record of profitability across market cycles & benefit from substantial shareholdings by major impact investors. They prioritize strong collection efficiency, cost management, a well-diversified client base, high NIMs, and robust digital infrastructure.

Post-graduate with specialization in finance from Educatis School & ZCBI . More than 16 years of experience in Indian bond markets and banking . Worked with ICICI Bank in treasury and bond desks. Strong understanding of fixed income markets, origination and sourcing new debt papers and structuring debt term sheets. Finding top-notch issuers with appealing yields in the mid-market segment is our main goal. These issuers have a proven track record of profitability across market cycles & benefit from substantial shareholdings by major impact investors. They prioritize strong collection efficiency, cost management, a well-diversified client base, high NIMs, and robust digital infrastructure.

Purpose

To generate consistent/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. • Focus on companies which are well managed, have sustainable growth and solid balance sheet • Invest in securities of Corporates, Banks and NBFCs having superior track record • Take advantage of mispriced opportunities which aid in alpha generation • Manage returns and risk via robust proprietary risk management framework • Follow a core and a satellite approach of investing that assist in generation of consistent stable yields without much volatility

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
-0.23%
1M benchmark return
-1.34%
Alpha
1.11%
1M Wealth multiple
1.00x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
-0.23%
1M benchmark return
-1.34%
Alpha
1.11%
1M Wealth multiple
1.00x

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