Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Quest Investment Managers – Multi
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%
6.28%
6 Months
2.71%
16.32%
1 Year
5.45%
11.67%
3 Years
14.06%
19.26%
5 Years
15.00%
13.96%
Since Inception
17.25%
16.00%
Fund Age
5 yrs 7 mo
12 yrs
AUM
₹1,730.04 Cr
₹725.3 Cr
Alpha – 1 Year
0.73%
6.95%
Alpha – 3 Years
1.97%
7.18%
Information Ratio – 3 Years
0.51
0.87
Volatility – 1 Year
16.94%
21.97%
Volatility – 3 Years
15.35%
19.77%
Beta – 1 Year
0.94
1.15
Beta – 3 Years
0.96
1.13
Sharpe Ratio – 1 Year
0.08
0.37
Sharpe Ratio – 3 Years
0.63
0.73
Worst Rolling Year
13.41%
-10.23%
Value at Worst Rolling Year
₹1.13 Cr
₹0.90 Cr
Deepest Drawdown
−19.90%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
100.00%
93.09%
Median Rolling Year
21.28%
18.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 29% · M 26% · S 42%
Number of Stocks
52
34
Portfolio P/E
30.45
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
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%