Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
0.36%
6 Months
2.71%
5.01%
1 Year
5.45%
−5.33%
3 Years
14.06%
1.25%
5 Years
15.00%
−1.56%
Since Inception
17.25%
10.94%
Fund Age
5 yrs 7 mo
6 yrs 11 mo
AUM
₹1,730.04 Cr
₹122.91 Cr
Alpha – 1 Year
0.73%
−8.31%
Alpha – 3 Years
1.97%
−10.64%
Information Ratio – 3 Years
0.51
-0.98
Volatility – 1 Year
16.94%
16.35%
Volatility – 3 Years
15.35%
16.88%
Beta – 1 Year
0.94
0.87
Beta – 3 Years
0.96
0.86
Sharpe Ratio – 1 Year
0.08
-0.59
Sharpe Ratio – 3 Years
0.63
-0.17
Worst Rolling Year
13.41%
-5.79%
Value at Worst Rolling Year
₹1.13 Cr
₹0.94 Cr
Deepest Drawdown
−19.90%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
21.28%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 42% · M 15% · S 36%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%