Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Avestha - Growth
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Avestha - Growth
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%
0.64%
6 Months
2.71%
21.51%
1 Year
5.45%
15.87%
3 Years
14.06%
14.38%
5 Years
15.00%
17.96%
Since Inception
17.25%
16.82%
Fund Age
5 yrs 7 mo
8 yrs 9 mo
AUM
₹1,730.04 Cr
₹1,503.25 Cr
Alpha – 1 Year
0.73%
11.15%
Alpha – 3 Years
1.97%
2.29%
Information Ratio – 3 Years
0.51
0.39
Volatility – 1 Year
16.94%
27.51%
Volatility – 3 Years
15.35%
22.70%
Beta – 1 Year
0.94
1.48
Beta – 3 Years
0.96
1.25
Sharpe Ratio – 1 Year
0.08
0.47
Sharpe Ratio – 3 Years
0.63
0.50
Worst Rolling Year
13.41%
1.64%
Value at Worst Rolling Year
₹1.13 Cr
₹1.02 Cr
Deepest Drawdown
−19.90%
−24.39%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
23.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 12% · M 19% · S 67%
Number of Stocks
52
17
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%
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%