Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
1.47%
6 Months
2.71%
5.42%
1 Year
5.45%
9.64%
3 Years
14.06%
10.36%
5 Years
15.00%
7.75%
Since Inception
17.25%
11.08%
Fund Age
5 yrs 7 mo
9 yrs 11 mo
AUM
₹1,730.04 Cr
₹66.05 Cr
Alpha – 1 Year
0.73%
9.99%
Alpha – 3 Years
1.97%
1.36%
Information Ratio – 3 Years
0.51
0.51
Volatility – 1 Year
16.94%
17.05%
Volatility – 3 Years
15.35%
14.23%
Beta – 1 Year
0.94
1.05
Beta – 3 Years
0.96
1.00
Sharpe Ratio – 1 Year
0.08
0.31
Sharpe Ratio – 3 Years
0.63
0.40
Worst Rolling Year
13.41%
0.57%
Value at Worst Rolling Year
₹1.13 Cr
₹1.01 Cr
Deepest Drawdown
−19.90%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
21.28%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 84% · M 12%
Number of Stocks
52
23
Portfolio P/E
30.45
—
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—