Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs NJ - Multicap
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
NJ - Multicap
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%
2.92%
6 Months
2.71%
8.20%
1 Year
5.45%
15.48%
3 Years
14.06%
18.05%
5 Years
15.00%
15.54%
Since Inception
17.25%
14.61%
Fund Age
5 yrs 7 mo
10 yrs 4 mo
AUM
₹1,730.04 Cr
₹747.6 Cr
Alpha – 1 Year
0.73%
15.83%
Alpha – 3 Years
1.97%
9.06%
Information Ratio – 3 Years
0.51
0.72
Volatility – 1 Year
16.94%
18.67%
Volatility – 3 Years
15.35%
21.45%
Beta – 1 Year
0.94
1.12
Beta – 3 Years
0.96
1.31
Sharpe Ratio – 1 Year
0.08
0.58
Sharpe Ratio – 3 Years
0.63
0.64
Worst Rolling Year
13.41%
-13.89%
Value at Worst Rolling Year
₹1.13 Cr
₹0.86 Cr
Deepest Drawdown
−19.90%
−30.97%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
77.45%
Median Rolling Year
21.28%
21.11%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 35% · M 50% · S 14%
Number of Stocks
52
25
Portfolio P/E
30.45
31.22
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%
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
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%