Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs ASK-IVP
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
ASK-IVP
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
1.91%
6 Months
2.71%
−1.55%
1 Year
5.45%
2.26%
3 Years
14.06%
3.37%
5 Years
15.00%
4.66%
Since Inception
17.25%
9.07%
Fund Age
5 yrs 7 mo
6 yrs 8 mo
AUM
₹1,730.04 Cr
₹55.15 Cr
Alpha – 1 Year
0.73%
−0.72%
Alpha – 3 Years
1.97%
−8.51%
Information Ratio – 3 Years
0.51
-1.16
Volatility – 1 Year
16.94%
17.30%
Volatility – 3 Years
15.35%
16.20%
Beta – 1 Year
0.94
0.96
Beta – 3 Years
0.96
0.96
Sharpe Ratio – 1 Year
0.08
-0.10
Sharpe Ratio – 3 Years
0.63
-0.05
Worst Rolling Year
13.41%
0.65%
Value at Worst Rolling Year
₹1.13 Cr
₹1.01 Cr
Deepest Drawdown
−19.90%
−23.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.70%
Median Rolling Year
21.28%
10.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 62% · M 31% · S 6%
Number of Stocks
52
26
Portfolio P/E
30.45
31.94
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%
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.33%
Infosys Ltd · 6.11%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.18%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 27.34%
Automobile and Auto Components · 16.15%
Capital Goods · 13.35%
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%