Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Samvitti-PMS Long Term Growth
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%
7.49%
6 Months
2.71%
27.88%
1 Year
5.45%
29.03%
3 Years
14.06%
18.18%
5 Years
15.00%
15.45%
Since Inception
17.25%
16.74%
Fund Age
5 yrs 7 mo
10 yrs 9 mo
AUM
₹1,730.04 Cr
₹245.99 Cr
Alpha – 1 Year
0.73%
24.31%
Alpha – 3 Years
1.97%
6.09%
Information Ratio – 3 Years
0.51
0.49
Volatility – 1 Year
16.94%
21.97%
Volatility – 3 Years
15.35%
17.89%
Beta – 1 Year
0.94
1.05
Beta – 3 Years
0.96
0.93
Sharpe Ratio – 1 Year
0.08
1.03
Sharpe Ratio – 3 Years
0.63
0.70
Worst Rolling Year
13.41%
1.53%
Value at Worst Rolling Year
₹1.13 Cr
₹1.02 Cr
Deepest Drawdown
−19.90%
−20.27%
Recovery Period
Not yet recovered
205 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 36% · M 27% · S 36%
Number of Stocks
52
44
Portfolio P/E
30.45
69.76
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%
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
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%