Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Centrum PMS - Flexi Cap
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Centrum PMS - Flexi Cap
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
1.04%
6 Months
2.71%
0.68%
1 Year
5.45%
4.83%
3 Years
14.06%
11.13%
5 Years
15.00%
9.90%
Since Inception
17.25%
12.28%
Fund Age
5 yrs 7 mo
15 yrs 2 mo
AUM
₹1,730.04 Cr
₹29.37 Cr
Alpha – 1 Year
0.73%
0.11%
Alpha – 3 Years
1.97%
−0.96%
Information Ratio – 3 Years
0.51
-0.05
Volatility – 1 Year
16.94%
19.36%
Volatility – 3 Years
15.35%
17.04%
Beta – 1 Year
0.94
1.09
Beta – 3 Years
0.96
1.00
Sharpe Ratio – 1 Year
0.08
0.06
Sharpe Ratio – 3 Years
0.63
0.43
Worst Rolling Year
13.41%
-9.48%
Value at Worst Rolling Year
₹1.13 Cr
₹0.91 Cr
Deepest Drawdown
−19.90%
−20.50%
Recovery Period
Not yet recovered
315 days
1-Year Rolling Windows Positive
100.00%
93.37%
Median Rolling Year
21.28%
15.70%
5-Year Rolling Windows Positive
100.00%
98.37%
Market-Cap Mix
L 42% · M 15% · S 36%
L 58% · M 7% · S 23%
Number of Stocks
52
23
Portfolio P/E
30.45
35.03
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 · 17.23%
Adani Ports & Special Economic Zone Ltd · 6.28%
Shriram Finance Ltd · 5.88%
HDFC Bank Ltd · 5.22%
Eicher Motors Ltd · 4.95%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 30.17%
Services · 12.70%
Capital Goods · 9.86%
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%