Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Care PMS - Large & Midcap Strategy
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%
−1.86%
6 Months
2.71%
0.50%
1 Year
5.45%
6.34%
3 Years
14.06%
19.74%
5 Years
15.00%
16.62%
Since Inception
17.25%
20.10%
Fund Age
5 yrs 7 mo
6 yrs 1 mo
AUM
₹1,730.04 Cr
₹56.91 Cr
Alpha – 1 Year
0.73%
1.64%
Alpha – 3 Years
1.97%
7.64%
Information Ratio – 3 Years
0.51
0.90
Volatility – 1 Year
16.94%
16.52%
Volatility – 3 Years
15.35%
17.18%
Beta – 1 Year
0.94
0.89
Beta – 3 Years
0.96
1.04
Sharpe Ratio – 1 Year
0.08
0.14
Sharpe Ratio – 3 Years
0.63
0.84
Worst Rolling Year
13.41%
18.93%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−19.90%
−18.72%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
25.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 59% · M 40%
Number of Stocks
52
20
Portfolio P/E
30.45
27.00
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%
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
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%