Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Badjate Multicap Fund
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Badjate Multicap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.34%
0.08%
6 Months
2.71%
9.62%
1 Year
5.45%
2.22%
3 Years
14.06%
18.64%
5 Years
15.00%
16.68%
Since Inception
17.25%
18.59%
Fund Age
5 yrs 7 mo
5 yrs
AUM
₹1,730.04 Cr
₹159.01 Cr
Alpha – 1 Year
0.73%
−0.76%
Alpha – 3 Years
1.97%
6.74%
Information Ratio – 3 Years
0.51
0.40
Volatility – 1 Year
16.94%
25.41%
Volatility – 3 Years
15.35%
25.71%
Beta – 1 Year
0.94
1.32
Beta – 3 Years
0.96
1.31
Sharpe Ratio – 1 Year
0.08
-0.02
Sharpe Ratio – 3 Years
0.63
0.58
Worst Rolling Year
13.41%
17.76%
Value at Worst Rolling Year
₹1.13 Cr
₹1.18 Cr
Deepest Drawdown
−19.90%
−32.80%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
28.84%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 7% · M 14% · S 74%
Number of Stocks
52
95
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%
Multi Commodity Exchange of India Ltd · 4.59%
Nuvama Wealth Management Ltd · 4.46%
Tanfac Industries Ltd · 4.23%
Garden Reach Shipbuilders & Engineers Ltd · 4.10%
Southern Petrochemicals Industries Corporation Ltd · 3.59%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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