Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
ORO - All Weather Portfolio
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%
−0.19%
6 Months
2.71%
−0.42%
1 Year
5.45%
−4.58%
3 Years
14.06%
16.32%
5 Years
15.00%
13.17%
Since Inception
17.25%
13.94%
Fund Age
5 yrs 7 mo
6 yrs 6 mo
AUM
₹1,730.04 Cr
₹13.16 Cr
Alpha – 1 Year
0.73%
−7.56%
Alpha – 3 Years
1.97%
4.42%
Information Ratio – 3 Years
0.51
0.49
Volatility – 1 Year
16.94%
16.90%
Volatility – 3 Years
15.35%
17.54%
Beta – 1 Year
0.94
0.86
Beta – 3 Years
0.96
0.99
Sharpe Ratio – 1 Year
0.08
-0.52
Sharpe Ratio – 3 Years
0.63
0.69
Worst Rolling Year
13.41%
3.91%
Value at Worst Rolling Year
₹1.13 Cr
₹1.04 Cr
Deepest Drawdown
−19.90%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 66% · M 23%
Number of Stocks
52
20
Portfolio P/E
30.45
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%