Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Aditya Birla Sun Life (ABSL) - SSP
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Aditya Birla Sun Life (ABSL) - SSP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
0.79%
6 Months
2.71%
10.53%
1 Year
5.45%
15.92%
3 Years
14.06%
22.93%
5 Years
15.00%
18.33%
Since Inception
17.25%
17.15%
Fund Age
5 yrs 7 mo
16 yrs 10 mo
AUM
₹1,730.04 Cr
₹767.31 Cr
Alpha – 1 Year
0.73%
11.20%
Alpha – 3 Years
1.97%
10.84%
Information Ratio – 3 Years
0.51
1.21
Volatility – 1 Year
16.94%
20.11%
Volatility – 3 Years
15.35%
18.00%
Beta – 1 Year
0.94
1.06
Beta – 3 Years
0.96
1.03
Sharpe Ratio – 1 Year
0.08
0.57
Sharpe Ratio – 3 Years
0.63
0.95
Worst Rolling Year
13.41%
-14.86%
Value at Worst Rolling Year
₹1.13 Cr
₹0.85 Cr
Deepest Drawdown
−19.90%
−20.27%
Recovery Period
Not yet recovered
94 days
1-Year Rolling Windows Positive
100.00%
82.37%
Median Rolling Year
21.28%
23.49%
5-Year Rolling Windows Positive
100.00%
97.90%
Market-Cap Mix
L 42% · M 15% · S 36%
L 23% · M 38% · S 34%
Number of Stocks
52
41
Portfolio P/E
30.45
36.67
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%
BSE Ltd · 9.00%
Federal Bank Ltd · 5.53%
Lumax Industries Ltd · 5.48%
Persistent Systems Ltd · 5.29%
Cash & Cash Equivalent · 4.72%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
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%