Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Motilal Oswal - Value Migration
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%
0.78%
6 Months
2.71%
11.75%
1 Year
5.45%
−2.37%
3 Years
14.06%
17.81%
5 Years
15.00%
14.66%
Since Inception
17.25%
18.91%
Fund Age
5 yrs 7 mo
23 yrs 5 mo
AUM
₹1,730.04 Cr
₹3,220.2 Cr
Alpha – 1 Year
0.73%
−5.35%
Alpha – 3 Years
1.97%
5.93%
Information Ratio – 3 Years
0.51
0.54
Volatility – 1 Year
16.94%
21.49%
Volatility – 3 Years
15.35%
20.84%
Beta – 1 Year
0.94
1.07
Beta – 3 Years
0.96
1.13
Sharpe Ratio – 1 Year
0.08
-0.27
Sharpe Ratio – 3 Years
0.63
0.64
Worst Rolling Year
13.41%
-7.44%
Value at Worst Rolling Year
₹1.13 Cr
₹0.93 Cr
Deepest Drawdown
−19.90%
−27.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
94.32%
Median Rolling Year
21.28%
14.52%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 42% · M 15% · S 36%
L 28% · M 48% · S 19%
Number of Stocks
52
27
Portfolio P/E
30.45
57.85
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 · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%