Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Buoyant - Opportunities
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%
1.73%
6 Months
2.71%
2.87%
1 Year
5.45%
8.13%
3 Years
14.06%
16.18%
5 Years
15.00%
18.39%
Since Inception
17.25%
20.76%
Fund Age
5 yrs 7 mo
10 yrs
AUM
₹1,730.04 Cr
₹12,257.23 Cr
Alpha – 1 Year
0.73%
5.15%
Alpha – 3 Years
1.97%
4.29%
Information Ratio – 3 Years
0.51
0.41
Volatility – 1 Year
16.94%
17.45%
Volatility – 3 Years
15.35%
14.35%
Beta – 1 Year
0.94
0.98
Beta – 3 Years
0.96
0.87
Sharpe Ratio – 1 Year
0.08
0.22
Sharpe Ratio – 3 Years
0.63
0.68
Worst Rolling Year
13.41%
-5.58%
Value at Worst Rolling Year
₹1.13 Cr
₹0.94 Cr
Deepest Drawdown
−19.90%
−13.15%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
87.09%
Median Rolling Year
21.28%
23.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 55% · M 21% · S 12%
Number of Stocks
52
40
Portfolio P/E
30.45
24.82
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 · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%