Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
11.42%
6 Months
2.71%
35.03%
1 Year
5.45%
37.21%
3 Years
14.06%
27.05%
5 Years
15.00%
21.76%
Since Inception
17.25%
19.33%
Fund Age
5 yrs 7 mo
6 yrs 10 mo
AUM
₹1,730.04 Cr
₹2,975 Cr
Alpha – 1 Year
0.73%
23.77%
Alpha – 3 Years
1.97%
6.78%
Information Ratio – 3 Years
0.51
5.24
Volatility – 1 Year
16.94%
18.59%
Volatility – 3 Years
15.35%
19.39%
Beta – 1 Year
0.94
1.23
Beta – 3 Years
0.96
1.12
Sharpe Ratio – 1 Year
0.08
1.44
Sharpe Ratio – 3 Years
0.63
0.98
Worst Rolling Year
13.41%
-6.18%
Value at Worst Rolling Year
₹1.13 Cr
₹0.94 Cr
Deepest Drawdown
−19.90%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
92.59%
Median Rolling Year
21.28%
23.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
—
Number of Stocks
52
14
Portfolio P/E
30.45
25.70
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%
—
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%