Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Asit C Mehta - Ace Multicap
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Asit C Mehta - Ace Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
0.87%
6 Months
2.71%
10.71%
1 Year
5.45%
14.18%
3 Years
14.06%
22.17%
5 Years
15.00%
23.46%
Since Inception
17.25%
19.11%
Fund Age
5 yrs 7 mo
8 yrs
AUM
₹1,730.04 Cr
₹120.99 Cr
Alpha – 1 Year
0.73%
9.46%
Alpha – 3 Years
1.97%
10.08%
Information Ratio – 3 Years
0.51
0.87
Volatility – 1 Year
16.94%
18.02%
Volatility – 3 Years
15.35%
20.69%
Beta – 1 Year
0.94
1.00
Beta – 3 Years
0.96
1.12
Sharpe Ratio – 1 Year
0.08
0.53
Sharpe Ratio – 3 Years
0.63
0.83
Worst Rolling Year
13.41%
9.94%
Value at Worst Rolling Year
₹1.13 Cr
₹1.10 Cr
Deepest Drawdown
−19.90%
−25.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
32.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 20% · M 23% · S 47%
Number of Stocks
52
19
Portfolio P/E
30.45
29.90
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 · 14.64%
Piramal Pharma Ltd · 6.93%
Reliance Industries Ltd · 6.83%
Havells India Ltd · 5.96%
Quess Corp Ltd · 5.31%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
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%