Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Asit C Mehta - Ace Multi-asset Portfolio
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Asit C Mehta - Ace Multi-asset Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
1.26%
6 Months
2.71%
8.39%
1 Year
5.45%
14.45%
3 Years
14.06%
20.39%
5 Years
15.00%
20.20%
Since Inception
17.25%
16.82%
Fund Age
5 yrs 7 mo
7 yrs 10 mo
AUM
₹1,730.04 Cr
₹12.77 Cr
Alpha – 1 Year
0.73%
7.59%
Alpha – 3 Years
1.97%
9.35%
Information Ratio – 3 Years
0.51
0.38
Volatility – 1 Year
16.94%
12.27%
Volatility – 3 Years
15.35%
16.07%
Beta – 1 Year
0.94
1.23
Beta – 3 Years
0.96
1.51
Sharpe Ratio – 1 Year
0.08
0.74
Sharpe Ratio – 3 Years
0.63
0.80
Worst Rolling Year
13.41%
6.14%
Value at Worst Rolling Year
₹1.13 Cr
₹1.06 Cr
Deepest Drawdown
−19.90%
−17.38%
Recovery Period
Not yet recovered
243 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
26.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 22% · M 19% · S 28%
Number of Stocks
52
23
Portfolio P/E
30.45
26.00
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%
Powergrid Infrastructure Investment Trust · 9.16%
BHARAT Bond ETF - April 2033 · 6.41%
Cash & Cash Equivalent · 6.22%
Coal India Ltd · 5.62%
Piramal Pharma Ltd · 5.28%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
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%