Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Green Portfolio - The Impact ESG Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.34%
−3.33%
6 Months
2.71%
24.60%
1 Year
5.45%
7.56%
3 Years
14.06%
20.98%
5 Years
15.00%
—
Since Inception
17.25%
24.10%
Fund Age
5 yrs 7 mo
4 yrs 4 mo
AUM
₹1,730.04 Cr
₹3.89 Cr
Alpha – 1 Year
0.73%
4.58%
Alpha – 3 Years
1.97%
9.08%
Information Ratio – 3 Years
0.51
0.07
Volatility – 1 Year
16.94%
32.74%
Volatility – 3 Years
15.35%
27.24%
Beta – 1 Year
0.94
1.49
Beta – 3 Years
0.96
1.30
Sharpe Ratio – 1 Year
0.08
0.20
Sharpe Ratio – 3 Years
0.63
0.49
Worst Rolling Year
13.41%
17.91%
Value at Worst Rolling Year
₹1.13 Cr
₹1.18 Cr
Deepest Drawdown
−19.90%
−34.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
25.17%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 42% · M 15% · S 36%
—
Number of Stocks
52
27
Portfolio P/E
30.45
52.77
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%
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%