Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Aurum Multiplier Portfolio
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Aurum Multiplier Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
3.22%
6 Months
2.71%
21.55%
1 Year
5.45%
12.76%
3 Years
14.06%
17.77%
5 Years
15.00%
17.56%
Since Inception
17.25%
17.72%
Fund Age
5 yrs 7 mo
6 yrs 8 mo
AUM
₹1,730.04 Cr
₹42.03 Cr
Alpha – 1 Year
0.73%
8.04%
Alpha – 3 Years
1.97%
5.68%
Information Ratio – 3 Years
0.51
0.47
Volatility – 1 Year
16.94%
28.82%
Volatility – 3 Years
15.35%
20.90%
Beta – 1 Year
0.94
1.51
Beta – 3 Years
0.96
1.13
Sharpe Ratio – 1 Year
0.08
0.37
Sharpe Ratio – 3 Years
0.63
0.64
Worst Rolling Year
13.41%
11.09%
Value at Worst Rolling Year
₹1.13 Cr
₹1.11 Cr
Deepest Drawdown
−19.90%
−23.45%
Recovery Period
Not yet recovered
91 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
21.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
—
Number of Stocks
52
—
Portfolio P/E
30.45
—
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%
Greaves Cotton Ltd · 0.00%
Welspun Corp Ltd · 0.00%
S J S Enterprises Ltd · 0.00%
Star Health & Allied Insurance Company Ltd · 0.00%
Welspun Corp Ltd · 0.00%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
—
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%