Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
NJ - Bluechip
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%
−1.21%
6 Months
2.71%
5.09%
1 Year
5.45%
0.26%
3 Years
14.06%
9.53%
5 Years
15.00%
5.40%
Since Inception
17.25%
12.09%
Fund Age
5 yrs 7 mo
8 yrs 5 mo
AUM
₹1,730.04 Cr
₹1,644.09 Cr
Alpha – 1 Year
0.73%
0.61%
Alpha – 3 Years
1.97%
0.54%
Information Ratio – 3 Years
0.51
0.06
Volatility – 1 Year
16.94%
17.94%
Volatility – 3 Years
15.35%
17.25%
Beta – 1 Year
0.94
1.03
Beta – 3 Years
0.96
1.11
Sharpe Ratio – 1 Year
0.08
-0.20
Sharpe Ratio – 3 Years
0.63
0.31
Worst Rolling Year
13.41%
2.29%
Value at Worst Rolling Year
₹1.13 Cr
₹1.02 Cr
Deepest Drawdown
−19.90%
−21.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
16.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 49% · M 36% · S 14%
Number of Stocks
52
20
Portfolio P/E
30.45
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%