Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Incred Active Momentum Strategy
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Incred Active Momentum Strategy
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%
2.70%
6 Months
2.71%
4.80%
1 Year
5.45%
0.40%
3 Years
14.06%
—
5 Years
15.00%
—
Since Inception
17.25%
2.40%
Fund Age
5 yrs 7 mo
17 mo
AUM
₹1,730.04 Cr
₹16.3 Cr
Alpha – 1 Year
0.73%
−2.60%
Alpha – 3 Years
1.97%
—
Information Ratio – 3 Years
0.51
—
Volatility – 1 Year
16.94%
17.55%
Volatility – 3 Years
15.35%
—
Beta – 1 Year
0.94
0.97
Beta – 3 Years
0.96
—
Sharpe Ratio – 1 Year
0.08
-0.19
Sharpe Ratio – 3 Years
0.63
—
Worst Rolling Year
13.41%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−19.90%
−14.81%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.28%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 42% · M 15% · S 36%
L 61% · M 36%
Number of Stocks
52
25
Portfolio P/E
30.45
33.22
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%
Marico Ltd · 7.29%
Jindal Steel Ltd · 5.98%
JSW Steel Ltd · 5.94%
Bajaj Auto Ltd · 5.88%
Federal Bank Ltd · 5.78%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—