Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Centrum PMS - Build to Last
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Centrum PMS - Build to Last
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
−0.04%
6 Months
2.71%
−3.71%
1 Year
5.45%
−1.23%
3 Years
14.06%
7.88%
5 Years
15.00%
5.71%
Since Inception
17.25%
9.28%
Fund Age
5 yrs 7 mo
7 yrs 1 mo
AUM
₹1,730.04 Cr
₹2.48 Cr
Alpha – 1 Year
0.73%
−5.95%
Alpha – 3 Years
1.97%
−4.21%
Information Ratio – 3 Years
0.51
-1.27
Volatility – 1 Year
16.94%
17.16%
Volatility – 3 Years
15.35%
14.17%
Beta – 1 Year
0.94
0.98
Beta – 3 Years
0.96
0.90
Sharpe Ratio – 1 Year
0.08
-0.29
Sharpe Ratio – 3 Years
0.63
0.17
Worst Rolling Year
13.41%
5.24%
Value at Worst Rolling Year
₹1.13 Cr
₹1.05 Cr
Deepest Drawdown
−19.90%
−16.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
11.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 92% · M 4%
Number of Stocks
52
26
Portfolio P/E
30.45
29.84
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%
HDFC Bank Ltd · 9.71%
Reliance Industries Ltd · 7.63%
Bharat Electronics Ltd · 6.87%
Adani Ports & Special Economic Zone Ltd · 6.13%
Mahindra & Mahindra Ltd · 4.90%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%