Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs ASK Life Portfolio
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
ASK Life Portfolio
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
2.82%
6 Months
2.71%
−7.08%
1 Year
5.45%
−4.02%
3 Years
14.06%
1.10%
5 Years
15.00%
2.02%
Since Inception
17.25%
13.04%
Fund Age
5 yrs 7 mo
17 yrs 10 mo
AUM
₹1,730.04 Cr
₹50.53 Cr
Alpha – 1 Year
0.73%
−3.59%
Alpha – 3 Years
1.97%
−7.46%
Information Ratio – 3 Years
0.51
-1.28
Volatility – 1 Year
16.94%
16.65%
Volatility – 3 Years
15.35%
15.47%
Beta – 1 Year
0.94
1.04
Beta – 3 Years
0.96
1.04
Sharpe Ratio – 1 Year
0.08
-0.49
Sharpe Ratio – 3 Years
0.63
-0.20
Worst Rolling Year
13.41%
-4.00%
Value at Worst Rolling Year
₹1.13 Cr
₹0.96 Cr
Deepest Drawdown
−19.90%
−23.28%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
97.78%
Median Rolling Year
21.28%
13.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 74% · M 13% · S 9%
Number of Stocks
52
15
Portfolio P/E
30.45
27.97
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%
—
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—