Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Accuracap - Pico Power
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Accuracap - Pico Power
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%
4.50%
6 Months
2.71%
20.10%
1 Year
5.45%
15.30%
3 Years
14.06%
16.40%
5 Years
15.00%
14.80%
Since Inception
17.25%
22.20%
Fund Age
5 yrs 7 mo
14 yrs 10 mo
AUM
₹1,730.04 Cr
₹454.6 Cr
Alpha – 1 Year
0.73%
10.60%
Alpha – 3 Years
1.97%
4.30%
Information Ratio – 3 Years
0.51
0.46
Volatility – 1 Year
16.94%
22.61%
Volatility – 3 Years
15.35%
21.60%
Beta – 1 Year
0.94
1.12
Beta – 3 Years
0.96
1.17
Sharpe Ratio – 1 Year
0.08
0.50
Sharpe Ratio – 3 Years
0.63
0.56
Worst Rolling Year
13.41%
-9.11%
Value at Worst Rolling Year
₹1.13 Cr
₹0.91 Cr
Deepest Drawdown
−19.90%
−24.77%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
100.00%
95.79%
Median Rolling Year
21.28%
24.63%
5-Year Rolling Windows Positive
100.00%
99.16%
Market-Cap Mix
L 42% · M 15% · S 36%
L 1% · M 29% · S 69%
Number of Stocks
52
222
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%
Multi Commodity Exchange of India Ltd · 4.54%
GE Vernova T&D India Ltd · 2.49%
Radico Khaitan Ltd · 2.45%
Acutaas Chemicals Ltd · 2.33%
Nippon Life India Asset Management Ltd · 2.25%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 21.12%
Healthcare · 18.20%
Capital Goods · 14.43%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—