Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Composite India - Emerging Star Fund
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Composite India - Emerging Star Fund
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%
5.76%
6 Months
2.71%
25.00%
1 Year
5.45%
17.14%
3 Years
14.06%
16.20%
5 Years
15.00%
15.34%
Since Inception
17.25%
19.60%
Fund Age
5 yrs 7 mo
7 yrs 3 mo
AUM
₹1,730.04 Cr
₹127.23 Cr
Alpha – 1 Year
0.73%
12.42%
Alpha – 3 Years
1.97%
4.43%
Information Ratio – 3 Years
0.51
0.38
Volatility – 1 Year
16.94%
23.12%
Volatility – 3 Years
15.35%
20.20%
Beta – 1 Year
0.94
1.18
Beta – 3 Years
0.96
1.05
Sharpe Ratio – 1 Year
0.08
0.56
Sharpe Ratio – 3 Years
0.63
0.61
Worst Rolling Year
13.41%
13.55%
Value at Worst Rolling Year
₹1.13 Cr
₹1.14 Cr
Deepest Drawdown
−19.90%
−26.74%
Recovery Period
Not yet recovered
143 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
20.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 26% · M 19% · S 50%
Number of Stocks
52
101
Portfolio P/E
30.45
52.20
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%
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%