Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs ACE PRO - Galaxy
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
ACE PRO - Galaxy
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
−3.12%
6 Months
2.71%
−4.71%
1 Year
5.45%
−3.08%
3 Years
14.06%
0.90%
5 Years
15.00%
2.23%
Since Inception
17.25%
3.05%
Fund Age
5 yrs 7 mo
8 yrs 1 mo
AUM
₹1,730.04 Cr
₹0.38 Cr
Alpha – 1 Year
0.73%
−2.73%
Alpha – 3 Years
1.97%
−8.10%
Information Ratio – 3 Years
0.51
-0.39
Volatility – 1 Year
16.94%
6.90%
Volatility – 3 Years
15.35%
8.35%
Beta – 1 Year
0.94
0.35
Beta – 3 Years
0.96
0.40
Sharpe Ratio – 1 Year
0.08
-1.18
Sharpe Ratio – 3 Years
0.63
-0.31
Worst Rolling Year
13.41%
0.90%
Value at Worst Rolling Year
₹1.13 Cr
₹1.01 Cr
Deepest Drawdown
−19.90%
−16.09%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.95%
Median Rolling Year
21.28%
7.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
—
Number of Stocks
52
—
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%
Aditya Birla SL Liquid Fund - Direct (G) · 39.47%
Lupin Ltd · 22.96%
Other Funds · 15.79%
Godrej Consumer Products Ltd · 7.34%
Gujarat Pipavav Port Ltd · 6.23%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%