Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Magadh - Value for Growth
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Magadh - Value for Growth
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%
1.29%
6 Months
2.71%
−4.12%
1 Year
5.45%
1.97%
3 Years
14.06%
12.30%
5 Years
15.00%
12.28%
Since Inception
17.25%
12.08%
Fund Age
5 yrs 7 mo
5 yrs
AUM
₹1,730.04 Cr
₹27.16 Cr
Alpha – 1 Year
0.73%
−2.75%
Alpha – 3 Years
1.97%
0.21%
Information Ratio – 3 Years
0.51
0.08
Volatility – 1 Year
16.94%
18.26%
Volatility – 3 Years
15.35%
15.26%
Beta – 1 Year
0.94
1.01
Beta – 3 Years
0.96
0.92
Sharpe Ratio – 1 Year
0.08
-0.09
Sharpe Ratio – 3 Years
0.63
0.53
Worst Rolling Year
13.41%
12.19%
Value at Worst Rolling Year
₹1.13 Cr
₹1.12 Cr
Deepest Drawdown
−19.90%
−16.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
21.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 41% · M 28% · S 30%
Number of Stocks
52
27
Portfolio P/E
30.45
24.88
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%
V2 Retail Ltd · 10.02%
Eternal Ltd · 9.81%
Laurus Labs Ltd · 9.40%
State Bank of India · 8.27%
GE Vernova T&D India Ltd · 7.62%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%