Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Incred-Small & MidCap PMS
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%
4.27%
6 Months
2.71%
−8.15%
1 Year
5.45%
−5.39%
3 Years
14.06%
10.81%
5 Years
15.00%
—
Since Inception
17.25%
11.07%
Fund Age
5 yrs 7 mo
5 yrs
AUM
₹1,730.04 Cr
₹121.08 Cr
Alpha – 1 Year
0.73%
−5.32%
Alpha – 3 Years
1.97%
−2.65%
Information Ratio – 3 Years
0.51
-0.15
Volatility – 1 Year
16.94%
24.51%
Volatility – 3 Years
15.35%
24.85%
Beta – 1 Year
0.94
1.17
Beta – 3 Years
0.96
1.18
Sharpe Ratio – 1 Year
0.08
-0.34
Sharpe Ratio – 3 Years
0.63
0.32
Worst Rolling Year
13.41%
9.88%
Value at Worst Rolling Year
₹1.13 Cr
₹1.10 Cr
Deepest Drawdown
−19.90%
−34.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
21.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
M 20% · S 78%
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%