Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Accuracap - dynamo
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Accuracap - dynamo
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.34%
5.71%
6 Months
2.71%
27.61%
1 Year
5.45%
16.90%
3 Years
14.06%
25.00%
5 Years
15.00%
21.60%
Since Inception
17.25%
24.00%
Fund Age
5 yrs 7 mo
9 yrs 8 mo
AUM
₹1,730.04 Cr
₹20.03 Cr
Alpha – 1 Year
0.73%
12.18%
Alpha – 3 Years
1.97%
12.90%
Information Ratio – 3 Years
0.51
0.89
Volatility – 1 Year
16.94%
24.67%
Volatility – 3 Years
15.35%
25.07%
Beta – 1 Year
0.94
1.19
Beta – 3 Years
0.96
1.24
Sharpe Ratio – 1 Year
0.08
0.53
Sharpe Ratio – 3 Years
0.63
0.81
Worst Rolling Year
13.41%
-7.27%
Value at Worst Rolling Year
₹1.13 Cr
₹0.93 Cr
Deepest Drawdown
−19.90%
−21.64%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
100.00%
83.74%
Median Rolling Year
21.28%
28.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
M 4% · S 95%
Number of Stocks
52
118
Portfolio P/E
30.45
—
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%
Avalon Technologies Ltd · 3.75%
Syrma SGS Technology Ltd · 3.38%
SML Mahindra Ltd · 3.01%
Acutaas Chemicals Ltd · 2.70%
Privi Speciality Chemicals Ltd · 2.65%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
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% / –