Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs ASK - FOP
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
ASK - FOP
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%
−0.10%
6 Months
2.71%
−7.28%
1 Year
5.45%
1.15%
3 Years
14.06%
9.13%
5 Years
15.00%
7.36%
Since Inception
17.25%
8.07%
Fund Age
5 yrs 7 mo
8 yrs 1 mo
AUM
₹1,730.04 Cr
₹172.71 Cr
Alpha – 1 Year
0.73%
1.58%
Alpha – 3 Years
1.97%
0.57%
Information Ratio – 3 Years
0.51
0.09
Volatility – 1 Year
16.94%
24.79%
Volatility – 3 Years
15.35%
18.71%
Beta – 1 Year
0.94
1.50
Beta – 3 Years
0.96
1.16
Sharpe Ratio – 1 Year
0.08
-0.05
Sharpe Ratio – 3 Years
0.63
0.27
Worst Rolling Year
13.41%
0.74%
Value at Worst Rolling Year
₹1.13 Cr
₹1.01 Cr
Deepest Drawdown
−19.90%
−19.52%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
21.28%
10.27%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 52% · M 17% · S 30%
Number of Stocks
52
23
Portfolio P/E
30.45
21.42
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%
HDFC Bank Ltd · 14.03%
ICICI Bank Ltd · 12.47%
Bandhan Bank Ltd · 7.36%
RBL Bank Ltd · 6.07%
Home First Finance Company India Ltd · 5.20%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 99.31%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%