Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
2.71%
2.04%
1 Year
5.45%
13.04%
3 Years
14.06%
15.74%
5 Years
15.00%
14.15%
Since Inception
17.25%
15.13%
Fund Age
5 yrs 7 mo
14 yrs 1 mo
AUM
₹1,730.04 Cr
₹850.7 Cr
Alpha – 1 Year
0.73%
13.39%
Alpha – 3 Years
1.97%
6.74%
Information Ratio – 3 Years
0.51
1.02
Volatility – 1 Year
16.94%
18.01%
Volatility – 3 Years
15.35%
15.42%
Beta – 1 Year
0.94
1.04
Beta – 3 Years
0.96
0.99
Sharpe Ratio – 1 Year
0.08
0.48
Sharpe Ratio – 3 Years
0.63
0.76
Worst Rolling Year
13.41%
-19.06%
Value at Worst Rolling Year
₹1.13 Cr
₹0.81 Cr
Deepest Drawdown
−19.90%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
21.28%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
L 42% · M 15% · S 36%
L 53% · M 28% · S 13%
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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%