Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Centrum PMS - Micro
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%
5.99%
6 Months
2.71%
26.63%
1 Year
5.45%
16.86%
3 Years
14.06%
13.24%
5 Years
15.00%
17.56%
Since Inception
17.25%
16.65%
Fund Age
5 yrs 7 mo
10 yrs 1 mo
AUM
₹1,730.04 Cr
₹11.38 Cr
Alpha – 1 Year
0.73%
12.14%
Alpha – 3 Years
1.97%
1.15%
Information Ratio – 3 Years
0.51
0.20
Volatility – 1 Year
16.94%
29.32%
Volatility – 3 Years
15.35%
24.13%
Beta – 1 Year
0.94
1.44
Beta – 3 Years
0.96
1.15
Sharpe Ratio – 1 Year
0.08
0.48
Sharpe Ratio – 3 Years
0.63
0.50
Worst Rolling Year
13.41%
-10.45%
Value at Worst Rolling Year
₹1.13 Cr
₹0.90 Cr
Deepest Drawdown
−19.90%
−32.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
89.77%
Median Rolling Year
21.28%
20.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
M 1% · S 95%
Number of Stocks
52
28
Portfolio P/E
30.45
41.96
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%
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%