Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Ambit Investment Advisors - Good & Clean
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Ambit Investment Advisors - Good & Clean
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%
4.14%
6 Months
2.71%
12.03%
1 Year
5.45%
22.15%
3 Years
14.06%
14.49%
5 Years
15.00%
12.37%
Since Inception
17.25%
12.90%
Fund Age
5 yrs 7 mo
11 yrs 5 mo
AUM
₹1,730.04 Cr
₹441.87 Cr
Alpha – 1 Year
0.73%
17.43%
Alpha – 3 Years
1.97%
2.40%
Information Ratio – 3 Years
0.51
0.31
Volatility – 1 Year
16.94%
19.08%
Volatility – 3 Years
15.35%
17.65%
Beta – 1 Year
0.94
1.04
Beta – 3 Years
0.96
1.05
Sharpe Ratio – 1 Year
0.08
0.87
Sharpe Ratio – 3 Years
0.63
0.56
Worst Rolling Year
13.41%
-0.27%
Value at Worst Rolling Year
₹1.13 Cr
₹1.00 Cr
Deepest Drawdown
−19.90%
−20.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
100.00%
99.03%
Median Rolling Year
21.28%
14.69%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 41% · M 34% · S 25%
Number of Stocks
52
29
Portfolio P/E
30.45
31.76
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%
Lupin Ltd · 6.00%
Shriram Finance Ltd · 6.00%
Aegis Logistics Ltd · 5.00%
TVS Motor Company Ltd · 5.00%
Bharat Electronics Ltd · 5.00%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
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%