Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Ambit Investment Advisors - Coffee Can
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Ambit Investment Advisors - Coffee Can
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
1.07%
6 Months
2.71%
0.22%
1 Year
5.45%
−0.22%
3 Years
14.06%
10.30%
5 Years
15.00%
7.32%
Since Inception
17.25%
13.09%
Fund Age
5 yrs 7 mo
9 yrs 5 mo
AUM
₹1,730.04 Cr
₹1,137.66 Cr
Alpha – 1 Year
0.73%
0.13%
Alpha – 3 Years
1.97%
1.30%
Information Ratio – 3 Years
0.51
0.24
Volatility – 1 Year
16.94%
15.66%
Volatility – 3 Years
15.35%
13.99%
Beta – 1 Year
0.94
0.91
Beta – 3 Years
0.96
0.93
Sharpe Ratio – 1 Year
0.08
-0.28
Sharpe Ratio – 3 Years
0.63
0.40
Worst Rolling Year
13.41%
-24.48%
Value at Worst Rolling Year
₹1.13 Cr
₹0.76 Cr
Deepest Drawdown
−19.90%
−68.16%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
99.28%
Median Rolling Year
21.28%
13.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 67% · M 13% · S 12%
Number of Stocks
52
25
Portfolio P/E
30.45
36.65
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 · 10.00%
HDFC Bank Ltd · 9.00%
Eicher Motors Ltd · 7.00%
Eternal Ltd · 7.00%
Bharti Airtel Ltd · 6.00%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%