Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs MASK Prime Picks
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
MASK Prime Picks
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%
1.74%
6 Months
2.71%
3.03%
1 Year
5.45%
3.99%
3 Years
14.06%
8.85%
5 Years
15.00%
8.35%
Since Inception
17.25%
10.50%
Fund Age
5 yrs 7 mo
8 yrs 2 mo
AUM
₹1,730.04 Cr
₹274.26 Cr
Alpha – 1 Year
0.73%
−0.73%
Alpha – 3 Years
1.97%
−3.23%
Information Ratio – 3 Years
0.51
-0.72
Volatility – 1 Year
16.94%
15.72%
Volatility – 3 Years
15.35%
15.15%
Beta – 1 Year
0.94
0.89
Beta – 3 Years
0.96
0.94
Sharpe Ratio – 1 Year
0.08
-0.08
Sharpe Ratio – 3 Years
0.63
0.27
Worst Rolling Year
13.41%
7.13%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−19.90%
−20.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
15.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 48% · M 27% · S 18%
Number of Stocks
52
40
Portfolio P/E
30.45
30.14
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%
ICICI Bank Ltd · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%