Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Mansi share-seven islands PMS
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Mansi share-seven islands PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.34%
2.10%
6 Months
2.71%
29.13%
1 Year
5.45%
20.96%
3 Years
14.06%
17.22%
5 Years
15.00%
—
Since Inception
17.25%
23.59%
Fund Age
5 yrs 7 mo
3 yrs 7 mo
AUM
₹1,730.04 Cr
₹147.56 Cr
Alpha – 1 Year
0.73%
16.24%
Alpha – 3 Years
1.97%
5.13%
Information Ratio – 3 Years
0.51
0.33
Volatility – 1 Year
16.94%
30.80%
Volatility – 3 Years
15.35%
25.65%
Beta – 1 Year
0.94
1.54
Beta – 3 Years
0.96
1.41
Sharpe Ratio – 1 Year
0.08
0.58
Sharpe Ratio – 3 Years
0.63
0.54
Worst Rolling Year
13.41%
15.38%
Value at Worst Rolling Year
₹1.13 Cr
₹1.15 Cr
Deepest Drawdown
−19.90%
−28.52%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
21.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 42% · M 15% · S 36%
L 63% · M 11% · S 17%
Number of Stocks
52
18
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%
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
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% / 1%