Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs JM Financial - Focus
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
JM Financial - Focus
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%
1.03%
6 Months
2.71%
6.82%
1 Year
5.45%
3.42%
3 Years
14.06%
13.55%
5 Years
15.00%
9.47%
Since Inception
17.25%
15.08%
Fund Age
5 yrs 7 mo
13 yrs 9 mo
AUM
₹1,730.04 Cr
₹319.05 Cr
Alpha – 1 Year
0.73%
0.44%
Alpha – 3 Years
1.97%
1.66%
Information Ratio – 3 Years
0.51
0.24
Volatility – 1 Year
16.94%
13.79%
Volatility – 3 Years
15.35%
15.92%
Beta – 1 Year
0.94
0.75
Beta – 3 Years
0.96
0.91
Sharpe Ratio – 1 Year
0.08
-0.08
Sharpe Ratio – 3 Years
0.63
0.53
Worst Rolling Year
13.41%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−19.90%
−20.24%
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 63% · M 12% · S 18%
Number of Stocks
52
49
Portfolio P/E
30.45
33.08
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%
ICICI Bank Ltd · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 0%