Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Fractal Capital - Wealth Builder
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%
4.42%
6 Months
2.71%
4.79%
1 Year
5.45%
−0.59%
3 Years
14.06%
11.57%
5 Years
15.00%
13.86%
Since Inception
17.25%
15.96%
Fund Age
5 yrs 7 mo
5 yrs 5 mo
AUM
₹1,730.04 Cr
₹45.81 Cr
Alpha – 1 Year
0.73%
−5.31%
Alpha – 3 Years
1.97%
−0.52%
Information Ratio – 3 Years
0.51
-0.06
Volatility – 1 Year
16.94%
21.96%
Volatility – 3 Years
15.35%
17.35%
Beta – 1 Year
0.94
1.19
Beta – 3 Years
0.96
1.00
Sharpe Ratio – 1 Year
0.08
-0.16
Sharpe Ratio – 3 Years
0.63
0.42
Worst Rolling Year
13.41%
10.84%
Value at Worst Rolling Year
₹1.13 Cr
₹1.11 Cr
Deepest Drawdown
−19.90%
−22.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
22.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 23% · M 4% · S 73%
Number of Stocks
52
16
Portfolio P/E
30.45
22.00
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%
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL 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%