Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Abans Investment - Smart Beta Portfolio
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Abans Investment - Smart Beta Portfolio
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%
5.82%
6 Months
2.71%
7.57%
1 Year
5.45%
24.83%
3 Years
14.06%
11.31%
5 Years
15.00%
11.03%
Since Inception
17.25%
14.72%
Fund Age
5 yrs 7 mo
7 yrs 4 mo
AUM
₹1,730.04 Cr
₹2.98 Cr
Alpha – 1 Year
0.73%
20.11%
Alpha – 3 Years
1.97%
−0.77%
Information Ratio – 3 Years
0.51
-0.21
Volatility – 1 Year
16.94%
23.09%
Volatility – 3 Years
15.35%
22.29%
Beta – 1 Year
0.94
1.17
Beta – 3 Years
0.96
1.15
Sharpe Ratio – 1 Year
0.08
0.85
Sharpe Ratio – 3 Years
0.63
0.40
Worst Rolling Year
13.41%
5.08%
Value at Worst Rolling Year
₹1.13 Cr
₹1.05 Cr
Deepest Drawdown
−19.90%
−34.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
17.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
M 99%
Number of Stocks
52
10
Portfolio P/E
30.45
24.78
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%
National Aluminium Company Ltd · 10.44%
Aditya Birla Capital Ltd · 10.26%
Indian Bank · 10.17%
Glenmark Pharmaceuticals Ltd · 10.05%
Bharat Heavy Electricals Ltd · 10.04%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%