Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Carnelian Capital - Shift Strategy
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Carnelian Capital - Shift 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%
4.38%
6 Months
2.71%
19.54%
1 Year
5.45%
15.57%
3 Years
14.06%
20.08%
5 Years
15.00%
21.78%
Since Inception
17.25%
32.33%
Fund Age
5 yrs 7 mo
5 yrs 10 mo
AUM
₹1,730.04 Cr
₹5,864.1 Cr
Alpha – 1 Year
0.73%
10.85%
Alpha – 3 Years
1.97%
8.00%
Information Ratio – 3 Years
0.51
1.40
Volatility – 1 Year
16.94%
22.27%
Volatility – 3 Years
15.35%
21.12%
Beta – 1 Year
0.94
1.15
Beta – 3 Years
0.96
1.14
Sharpe Ratio – 1 Year
0.08
0.52
Sharpe Ratio – 3 Years
0.63
0.73
Worst Rolling Year
13.41%
20.10%
Value at Worst Rolling Year
₹1.13 Cr
₹1.20 Cr
Deepest Drawdown
−19.90%
−21.05%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
30.25%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 15% · M 28% · S 52%
Number of Stocks
52
38
Portfolio P/E
30.45
29.00
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%
Laurus Labs Ltd · 8.02%
Biocon Ltd · 7.50%
Kalpataru Projects International Ltd · 5.11%
Bharat Heavy Electricals Ltd · 5.03%
Timken India Ltd · 4.01%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%