Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Marcellus - Rising Giants
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
0.40%
6 Months
2.71%
4.60%
1 Year
5.45%
−5.85%
3 Years
14.06%
5.64%
5 Years
15.00%
—
Since Inception
17.25%
−0.46%
Fund Age
5 yrs 7 mo
4 yrs 7 mo
AUM
₹1,730.04 Cr
₹87.75 Cr
Alpha – 1 Year
0.73%
−8.83%
Alpha – 3 Years
1.97%
−6.25%
Information Ratio – 3 Years
0.51
-0.73
Volatility – 1 Year
16.94%
16.46%
Volatility – 3 Years
15.35%
15.18%
Beta – 1 Year
0.94
0.88
Beta – 3 Years
0.96
0.84
Sharpe Ratio – 1 Year
0.08
-0.62
Sharpe Ratio – 3 Years
0.63
0.08
Worst Rolling Year
13.41%
-2.49%
Value at Worst Rolling Year
₹1.13 Cr
₹0.98 Cr
Deepest Drawdown
−19.90%
−20.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
87.97%
Median Rolling Year
21.28%
5.97%
5-Year Rolling Windows Positive
100.00%
—
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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
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% / 0% / 0%