Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
0.25%
6 Months
2.71%
15.19%
1 Year
5.45%
3.21%
3 Years
14.06%
19.65%
5 Years
15.00%
—
Since Inception
17.25%
25.09%
Fund Age
5 yrs 7 mo
3 yrs 5 mo
AUM
₹1,730.04 Cr
₹4,148.34 Cr
Alpha – 1 Year
0.73%
0.23%
Alpha – 3 Years
1.97%
7.77%
Information Ratio – 3 Years
0.51
0.62
Volatility – 1 Year
16.94%
21.54%
Volatility – 3 Years
15.35%
22.15%
Beta – 1 Year
0.94
1.06
Beta – 3 Years
0.96
1.15
Sharpe Ratio – 1 Year
0.08
-0.01
Sharpe Ratio – 3 Years
0.63
0.68
Worst Rolling Year
13.41%
19.49%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−19.90%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 42% · M 15% · S 36%
L 26% · M 35% · S 37%
Number of Stocks
52
26
Portfolio P/E
30.45
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%