Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Asit C Mehta - Ace Ten Trillion Opportunities
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Asit C Mehta - Ace Ten Trillion Opportunities
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%
1.87%
6 Months
2.71%
30.77%
1 Year
5.45%
28.96%
3 Years
14.06%
24.68%
5 Years
15.00%
24.06%
Since Inception
17.25%
19.53%
Fund Age
5 yrs 7 mo
8 yrs 8 mo
AUM
₹1,730.04 Cr
₹11.41 Cr
Alpha – 1 Year
0.73%
24.24%
Alpha – 3 Years
1.97%
12.59%
Information Ratio – 3 Years
0.51
0.80
Volatility – 1 Year
16.94%
25.13%
Volatility – 3 Years
15.35%
25.00%
Beta – 1 Year
0.94
1.30
Beta – 3 Years
0.96
1.32
Sharpe Ratio – 1 Year
0.08
0.92
Sharpe Ratio – 3 Years
0.63
0.80
Worst Rolling Year
13.41%
4.85%
Value at Worst Rolling Year
₹1.13 Cr
₹1.05 Cr
Deepest Drawdown
−19.90%
−27.69%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
28.03%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
M 10% · S 86%
Number of Stocks
52
19
Portfolio P/E
30.45
28.00
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%
Cash & Cash Equivalent · 6.78%
Divgi Torqtransfer Systems Ltd · 6.35%
Arvind Fashions Ltd · 5.96%
Swiggy Ltd · 5.43%
Quess Corp Ltd · 5.39%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
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%