Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Centrum PMS - Good to Great
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Centrum PMS - Good to Great
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
1.70%
6 Months
2.71%
9.08%
1 Year
5.45%
−2.99%
3 Years
14.06%
5.96%
5 Years
15.00%
8.08%
Since Inception
17.25%
15.75%
Fund Age
5 yrs 7 mo
7 yrs 2 mo
AUM
₹1,730.04 Cr
₹61.93 Cr
Alpha – 1 Year
0.73%
−7.71%
Alpha – 3 Years
1.97%
−6.13%
Information Ratio – 3 Years
0.51
-0.39
Volatility – 1 Year
16.94%
26.39%
Volatility – 3 Years
15.35%
21.38%
Beta – 1 Year
0.94
1.37
Beta – 3 Years
0.96
1.14
Sharpe Ratio – 1 Year
0.08
-0.20
Sharpe Ratio – 3 Years
0.63
0.18
Worst Rolling Year
13.41%
5.04%
Value at Worst Rolling Year
₹1.13 Cr
₹1.05 Cr
Deepest Drawdown
−19.90%
−33.64%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
17.83%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 2% · M 12% · S 82%
Number of Stocks
52
24
Portfolio P/E
30.45
41.54
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 · 11.07%
Anant Raj Ltd · 6.04%
Time Technoplast Ltd · 5.18%
Gokaldas Exports Ltd · 5.16%
Manorama Industries Ltd · 4.98%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%