Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Aequitas - India Opportunities Product
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Aequitas - India Opportunities Product
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
5.66%
6 Months
2.71%
−5.56%
1 Year
5.45%
34.70%
3 Years
14.06%
27.41%
5 Years
15.00%
32.51%
Since Inception
17.25%
32.15%
Fund Age
5 yrs 7 mo
13 yrs 6 mo
AUM
₹1,730.04 Cr
₹2,318.72 Cr
Alpha – 1 Year
0.73%
35.05%
Alpha – 3 Years
1.97%
18.41%
Information Ratio – 3 Years
0.51
1.03
Volatility – 1 Year
16.94%
21.67%
Volatility – 3 Years
15.35%
15.53%
Beta – 1 Year
0.94
0.28
Beta – 3 Years
0.96
0.35
Sharpe Ratio – 1 Year
0.08
1.24
Sharpe Ratio – 3 Years
0.63
1.31
Worst Rolling Year
13.41%
-17.36%
Value at Worst Rolling Year
₹1.13 Cr
₹0.83 Cr
Deepest Drawdown
−19.90%
−21.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
88.36%
Median Rolling Year
21.28%
37.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 4% · M 6% · S 13%
Number of Stocks
52
9
Portfolio P/E
30.45
14.68
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%
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%