Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs MRG Capital - Wealth Maximizer
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
MRG Capital - Wealth Maximizer
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
−0.03%
6 Months
2.71%
1.95%
1 Year
5.45%
9.19%
3 Years
14.06%
16.93%
5 Years
15.00%
11.74%
Since Inception
17.25%
12.55%
Fund Age
5 yrs 7 mo
7 yrs 3 mo
AUM
₹1,730.04 Cr
₹17.39 Cr
Alpha – 1 Year
0.73%
9.54%
Alpha – 3 Years
1.97%
7.93%
Information Ratio – 3 Years
0.51
0.83
Volatility – 1 Year
16.94%
16.46%
Volatility – 3 Years
15.35%
13.48%
Beta – 1 Year
0.94
0.82
Beta – 3 Years
0.96
0.74
Sharpe Ratio – 1 Year
0.08
0.29
Sharpe Ratio – 3 Years
0.63
0.84
Worst Rolling Year
13.41%
3.01%
Value at Worst Rolling Year
₹1.13 Cr
₹1.03 Cr
Deepest Drawdown
−19.90%
−16.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
16.02%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 27% · M 18% · S 26%
Number of Stocks
52
53
Portfolio P/E
30.45
33.46
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 Pru Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%