Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
360 One - Phoenix PMS
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
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%
12.27%
6 Months
2.71%
−1.13%
1 Year
5.45%
6.59%
3 Years
14.06%
20.44%
5 Years
15.00%
16.17%
Since Inception
17.25%
13.07%
Fund Age
5 yrs 7 mo
15 yrs 3 mo
AUM
₹1,730.04 Cr
—
Alpha – 1 Year
0.73%
6.87%
Alpha – 3 Years
1.97%
9.23%
Information Ratio – 3 Years
0.51
1.61
Volatility – 1 Year
16.94%
20.58%
Volatility – 3 Years
15.35%
16.59%
Beta – 1 Year
0.94
1.21
Beta – 3 Years
0.96
1.13
Sharpe Ratio – 1 Year
0.08
0.15
Sharpe Ratio – 3 Years
0.63
0.90
Worst Rolling Year
13.41%
13.98%
Value at Worst Rolling Year
₹1.13 Cr
₹1.14 Cr
Deepest Drawdown
−19.90%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 73% · M 20% · S 7%
Number of Stocks
52
23
Portfolio P/E
30.45
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1.5% / 1% / 0.5%