Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
MOAT - Moderate Compounders
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%
2.75%
6 Months
2.71%
8.17%
1 Year
5.45%
3.28%
3 Years
14.06%
8.41%
5 Years
15.00%
12.53%
Since Inception
17.25%
11.01%
Fund Age
5 yrs 7 mo
12 yrs 9 mo
AUM
₹1,730.04 Cr
₹16.57 Cr
Alpha – 1 Year
0.73%
−1.44%
Alpha – 3 Years
1.97%
−3.68%
Information Ratio – 3 Years
0.51
-0.32
Volatility – 1 Year
16.94%
20.74%
Volatility – 3 Years
15.35%
17.91%
Beta – 1 Year
0.94
1.13
Beta – 3 Years
0.96
1.09
Sharpe Ratio – 1 Year
0.08
0.00
Sharpe Ratio – 3 Years
0.63
0.32
Worst Rolling Year
13.41%
-16.89%
Value at Worst Rolling Year
₹1.13 Cr
₹0.83 Cr
Deepest Drawdown
−19.90%
−28.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
21.28%
13.43%
5-Year Rolling Windows Positive
100.00%
88.30%
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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%