Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Phillip Capital - Signature India 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%
3.08%
6 Months
2.71%
14.24%
1 Year
5.45%
9.21%
3 Years
14.06%
8.31%
5 Years
15.00%
7.74%
Since Inception
17.25%
11.80%
Fund Age
5 yrs 7 mo
10 yrs 3 mo
AUM
₹1,730.04 Cr
₹251.07 Cr
Alpha – 1 Year
0.73%
4.51%
Alpha – 3 Years
1.97%
−2.91%
Information Ratio – 3 Years
0.51
-0.50
Volatility – 1 Year
16.94%
21.09%
Volatility – 3 Years
15.35%
15.86%
Beta – 1 Year
0.94
1.13
Beta – 3 Years
0.96
0.93
Sharpe Ratio – 1 Year
0.08
0.27
Sharpe Ratio – 3 Years
0.63
0.26
Worst Rolling Year
13.41%
-3.45%
Value at Worst Rolling Year
₹1.13 Cr
₹0.97 Cr
Deepest Drawdown
−19.90%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
21.28%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 30% · M 32% · S 34%
Number of Stocks
52
28
Portfolio P/E
30.45
55.43
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%
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%