Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Axis Pure Growth Portfolio
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Axis Pure Growth Portfolio
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%
−1.22%
6 Months
2.71%
5.87%
1 Year
5.45%
2.35%
3 Years
14.06%
13.67%
5 Years
15.00%
15.58%
Since Inception
17.25%
16.64%
Fund Age
5 yrs 7 mo
5 yrs 6 mo
AUM
₹1,730.04 Cr
₹756.71 Cr
Alpha – 1 Year
0.73%
−0.63%
Alpha – 3 Years
1.97%
1.78%
Information Ratio – 3 Years
0.51
0.09
Volatility – 1 Year
16.94%
15.74%
Volatility – 3 Years
15.35%
14.36%
Beta – 1 Year
0.94
0.82
Beta – 3 Years
0.96
0.84
Sharpe Ratio – 1 Year
0.08
-0.13
Sharpe Ratio – 3 Years
0.63
0.59
Worst Rolling Year
13.41%
13.38%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−19.90%
−15.74%
Recovery Period
Not yet recovered
475 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
20.28%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 42% · M 15% · S 36%
L 43% · M 8% · S 37%
Number of Stocks
52
26
Portfolio P/E
30.45
34.08
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%
Cash & Cash Equivalent · 12.89%
KDDL Ltd · 7.14%
Maruti Suzuki India Ltd · 7.01%
Bharti Airtel Ltd · 6.74%
Acutaas Chemicals Ltd · 6.56%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%