Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Purnartha Pratham Strategy
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%
5.49%
6 Months
2.71%
9.46%
1 Year
5.45%
17.52%
3 Years
14.06%
14.28%
5 Years
15.00%
9.02%
Since Inception
17.25%
12.49%
Fund Age
5 yrs 7 mo
5 yrs 11 mo
AUM
₹1,730.04 Cr
₹1,633.45 Cr
Alpha – 1 Year
0.73%
12.80%
Alpha – 3 Years
1.97%
2.19%
Information Ratio – 3 Years
0.51
0.28
Volatility – 1 Year
16.94%
23.87%
Volatility – 3 Years
15.35%
18.97%
Beta – 1 Year
0.94
1.12
Beta – 3 Years
0.96
1.06
Sharpe Ratio – 1 Year
0.08
0.57
Sharpe Ratio – 3 Years
0.63
0.55
Worst Rolling Year
13.41%
7.21%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−19.90%
−20.29%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
13.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 14% · M 11% · S 40%
Number of Stocks
52
—
Portfolio P/E
30.45
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%