Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs HSBC India Next Portfolio
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
HSBC India Next Portfolio
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%
0.12%
6 Months
2.71%
7.25%
1 Year
5.45%
6.76%
3 Years
14.06%
11.27%
5 Years
15.00%
11.24%
Since Inception
17.25%
13.42%
Fund Age
5 yrs 7 mo
5 yrs 6 mo
AUM
₹1,730.04 Cr
₹440.57 Cr
Alpha – 1 Year
0.73%
2.04%
Alpha – 3 Years
1.97%
−0.82%
Information Ratio – 3 Years
0.51
-0.13
Volatility – 1 Year
16.94%
18.95%
Volatility – 3 Years
15.35%
15.52%
Beta – 1 Year
0.94
1.06
Beta – 3 Years
0.96
0.94
Sharpe Ratio – 1 Year
0.08
0.16
Sharpe Ratio – 3 Years
0.63
0.43
Worst Rolling Year
13.41%
10.24%
Value at Worst Rolling Year
₹1.13 Cr
₹1.10 Cr
Deepest Drawdown
−19.90%
−18.28%
Recovery Period
Not yet recovered
489 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
15.51%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 43% · M 35% · S 19%
Number of Stocks
52
28
Portfolio P/E
30.45
42.47
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%
SPR Auto Technologies Ltd · 6.28%
State Bank of India · 6.00%
Titan Company Ltd · 5.31%
Phoenix Mills Ltd · 4.92%
Indian Hotels Co Ltd · 4.62%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%