Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Maximal Income Fund
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Maximal Income Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
1.24%
6 Months
2.71%
7.09%
1 Year
5.45%
17.57%
3 Years
14.06%
20.39%
5 Years
15.00%
—
Since Inception
17.25%
19.75%
Fund Age
5 yrs 7 mo
4 yrs 2 mo
AUM
₹1,730.04 Cr
₹49.8 Cr
Alpha – 1 Year
0.73%
16.32%
Alpha – 3 Years
1.97%
14.92%
Information Ratio – 3 Years
0.51
1.66
Volatility – 1 Year
16.94%
7.36%
Volatility – 3 Years
15.35%
8.69%
Beta – 1 Year
0.94
1.50
Beta – 3 Years
0.96
0.91
Sharpe Ratio – 1 Year
0.08
1.55
Sharpe Ratio – 3 Years
0.63
1.63
Worst Rolling Year
13.41%
18.51%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−19.90%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
21.68%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 42% · M 15% · S 36%
—
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%
—
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 15%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%