Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Invesco - Challengers
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%
1.41%
6 Months
2.71%
13.18%
1 Year
5.45%
2.91%
3 Years
14.06%
14.27%
5 Years
15.00%
—
Since Inception
17.25%
11.83%
Fund Age
5 yrs 7 mo
4 yrs 11 mo
AUM
₹1,730.04 Cr
₹31.01 Cr
Alpha – 1 Year
0.73%
−1.81%
Alpha – 3 Years
1.97%
2.18%
Information Ratio – 3 Years
0.51
0.24
Volatility – 1 Year
16.94%
18.67%
Volatility – 3 Years
15.35%
17.11%
Beta – 1 Year
0.94
0.97
Beta – 3 Years
0.96
0.95
Sharpe Ratio – 1 Year
0.08
-0.04
Sharpe Ratio – 3 Years
0.63
0.56
Worst Rolling Year
13.41%
12.64%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−19.90%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
17.60%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 42% · M 15% · S 36%
L 37% · M 30% · S 33%
Number of Stocks
52
26
Portfolio P/E
30.45
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—