Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Fractal Capital - Opportunities
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Fractal Capital - Opportunities
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%
5.48%
6 Months
2.71%
13.51%
1 Year
5.45%
1.35%
3 Years
14.06%
13.26%
5 Years
15.00%
—
Since Inception
17.25%
19.28%
Fund Age
5 yrs 7 mo
4 yrs 2 mo
AUM
₹1,730.04 Cr
₹36.17 Cr
Alpha – 1 Year
0.73%
−3.37%
Alpha – 3 Years
1.97%
1.17%
Information Ratio – 3 Years
0.51
0.14
Volatility – 1 Year
16.94%
24.66%
Volatility – 3 Years
15.35%
18.82%
Beta – 1 Year
0.94
1.31
Beta – 3 Years
0.96
1.10
Sharpe Ratio – 1 Year
0.08
-0.05
Sharpe Ratio – 3 Years
0.63
0.48
Worst Rolling Year
13.41%
12.70%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−19.90%
−26.89%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
19.63%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 42% · M 15% · S 36%
L 8% · M 16% · S 76%
Number of Stocks
52
24
Portfolio P/E
30.45
29.70
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 · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%