Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Abakkus - Emerging Opportunities
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Abakkus - Emerging Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
3.04%
6 Months
2.71%
10.82%
1 Year
5.45%
8.67%
3 Years
14.06%
13.08%
5 Years
15.00%
15.51%
Since Inception
17.25%
26.40%
Fund Age
5 yrs 7 mo
6 yrs
AUM
₹1,730.04 Cr
₹5,996.39 Cr
Alpha – 1 Year
0.73%
3.95%
Alpha – 3 Years
1.97%
0.99%
Information Ratio – 3 Years
0.51
0.24
Volatility – 1 Year
16.94%
22.00%
Volatility – 3 Years
15.35%
18.61%
Beta – 1 Year
0.94
1.19
Beta – 3 Years
0.96
1.02
Sharpe Ratio – 1 Year
0.08
0.24
Sharpe Ratio – 3 Years
0.63
0.55
Worst Rolling Year
13.41%
12.98%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−19.90%
−22.98%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
24.54%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 8% · M 29% · S 55%
Number of Stocks
52
30
Portfolio P/E
30.45
25.07
Top 5 Holdings
HDFC Bank Ltd · 5.56%
Axis Bank Ltd · 4.41%
Bharti Airtel Ltd · 3.79%
Tata Motors Ltd · 3.71%
Kotak Mahindra Bank Ltd · 3.60%
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1.5% / 0% / 0%