Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
ATLAS - Multicap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
3.76%
6 Months
2.71%
11.66%
1 Year
5.45%
12.54%
3 Years
14.06%
11.42%
5 Years
15.00%
—
Since Inception
17.25%
6.78%
Fund Age
5 yrs 7 mo
4 yrs 10 mo
AUM
₹1,730.04 Cr
₹2.34 Cr
Alpha – 1 Year
0.73%
7.82%
Alpha – 3 Years
1.97%
−0.67%
Information Ratio – 3 Years
0.51
-0.04
Volatility – 1 Year
16.94%
21.44%
Volatility – 3 Years
15.35%
14.93%
Beta – 1 Year
0.94
1.05
Beta – 3 Years
0.96
0.81
Sharpe Ratio – 1 Year
0.08
0.41
Sharpe Ratio – 3 Years
0.63
0.50
Worst Rolling Year
13.41%
3.84%
Value at Worst Rolling Year
₹1.13 Cr
₹1.04 Cr
Deepest Drawdown
−19.90%
−16.40%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
9.56%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 42% · M 15% · S 36%
L 46% · M 22% · S 27%
Number of Stocks
52
19
Portfolio P/E
30.45
29.80
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%
HFCL Ltd · 9.71%
Hindalco Industries Ltd · 9.12%
Steel Authority of India Ltd · 9.08%
ACC Ltd · 7.97%
Mahindra & Mahindra Ltd · 7.90%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 0%