Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
MRG Capital - Wealth Protector
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%
0.67%
6 Months
2.71%
1.38%
1 Year
5.45%
7.78%
3 Years
14.06%
12.37%
5 Years
15.00%
10.07%
Since Inception
17.25%
13.18%
Fund Age
5 yrs 7 mo
6 yrs 8 mo
AUM
₹1,730.04 Cr
₹1.13 Cr
Alpha – 1 Year
0.73%
8.13%
Alpha – 3 Years
1.97%
3.37%
Information Ratio – 3 Years
0.51
0.42
Volatility – 1 Year
16.94%
17.12%
Volatility – 3 Years
15.35%
14.65%
Beta – 1 Year
0.94
0.93
Beta – 3 Years
0.96
0.90
Sharpe Ratio – 1 Year
0.08
0.21
Sharpe Ratio – 3 Years
0.63
0.51
Worst Rolling Year
13.41%
10.01%
Value at Worst Rolling Year
₹1.13 Cr
₹1.10 Cr
Deepest Drawdown
−19.90%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
15.34%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 42% · M 15% · S 36%
L 34% · M 14% · S 34%
Number of Stocks
52
43
Portfolio P/E
30.45
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
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%