Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs AlfAccurate Advisors - AAA IOP
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
AlfAccurate Advisors - AAA IOP
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%
2.31%
6 Months
2.71%
5.51%
1 Year
5.45%
6.39%
3 Years
14.06%
13.57%
5 Years
15.00%
12.29%
Since Inception
17.25%
17.45%
Fund Age
5 yrs 7 mo
16 yrs 9 mo
AUM
₹1,730.04 Cr
₹2,223.2 Cr
Alpha – 1 Year
0.73%
1.67%
Alpha – 3 Years
1.97%
1.48%
Information Ratio – 3 Years
0.51
0.57
Volatility – 1 Year
16.94%
18.05%
Volatility – 3 Years
15.35%
15.15%
Beta – 1 Year
0.94
1.02
Beta – 3 Years
0.96
0.96
Sharpe Ratio – 1 Year
0.08
0.14
Sharpe Ratio – 3 Years
0.63
0.62
Worst Rolling Year
13.41%
-5.62%
Value at Worst Rolling Year
₹1.13 Cr
₹0.94 Cr
Deepest Drawdown
−19.90%
−17.96%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
96.40%
Median Rolling Year
21.28%
18.17%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 49% · M 25% · S 21%
Number of Stocks
52
55
Portfolio P/E
30.45
35.38
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%
ICICI Bank Ltd · 6.04%
HDFC Bank Ltd · 3.82%
Bharti Airtel Ltd · 3.45%
Reliance Industries Ltd · 3.39%
Shriram Finance Ltd · 3.04%
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%
2% / 0% / 0%