Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Composite India - GARP Fund
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Composite India - GARP 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%
3.99%
6 Months
2.71%
22.77%
1 Year
5.45%
24.21%
3 Years
14.06%
13.20%
5 Years
15.00%
12.56%
Since Inception
17.25%
18.69%
Fund Age
5 yrs 7 mo
7 yrs 4 mo
AUM
₹1,730.04 Cr
₹114.64 Cr
Alpha – 1 Year
0.73%
19.49%
Alpha – 3 Years
1.97%
1.43%
Information Ratio – 3 Years
0.51
0.12
Volatility – 1 Year
16.94%
24.82%
Volatility – 3 Years
15.35%
21.64%
Beta – 1 Year
0.94
1.34
Beta – 3 Years
0.96
1.13
Sharpe Ratio – 1 Year
0.08
0.78
Sharpe Ratio – 3 Years
0.63
0.46
Worst Rolling Year
13.41%
10.43%
Value at Worst Rolling Year
₹1.13 Cr
₹1.10 Cr
Deepest Drawdown
−19.90%
−24.42%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
18.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 20% · M 28% · S 47%
Number of Stocks
52
32
Portfolio P/E
30.45
37.13
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%
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
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%