Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Green Lantern - Alpha Fund
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Green Lantern - Alpha Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
−0.10%
6 Months
2.71%
6.51%
1 Year
5.45%
15.14%
3 Years
14.06%
23.23%
5 Years
15.00%
23.21%
Since Inception
17.25%
29.55%
Fund Age
5 yrs 7 mo
6 yrs 6 mo
AUM
₹1,730.04 Cr
₹66.34 Cr
Alpha – 1 Year
0.73%
10.42%
Alpha – 3 Years
1.97%
11.14%
Information Ratio – 3 Years
0.51
1.31
Volatility – 1 Year
16.94%
19.62%
Volatility – 3 Years
15.35%
17.58%
Beta – 1 Year
0.94
1.01
Beta – 3 Years
0.96
1.01
Sharpe Ratio – 1 Year
0.08
0.54
Sharpe Ratio – 3 Years
0.63
0.98
Worst Rolling Year
13.41%
23.09%
Value at Worst Rolling Year
₹1.13 Cr
₹1.23 Cr
Deepest Drawdown
−19.90%
−16.37%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
34.82%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 34% · M 14% · S 34%
Number of Stocks
52
—
Portfolio P/E
30.45
—
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%
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 0%