Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
SMC Global - Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
5.80%
6 Months
2.71%
20.03%
1 Year
5.45%
17.27%
3 Years
14.06%
12.81%
5 Years
15.00%
11.98%
Since Inception
17.25%
14.70%
Fund Age
5 yrs 7 mo
6 yrs 10 mo
AUM
₹1,730.04 Cr
₹201.68 Cr
Alpha – 1 Year
0.73%
12.55%
Alpha – 3 Years
1.97%
0.73%
Information Ratio – 3 Years
0.51
0.15
Volatility – 1 Year
16.94%
22.73%
Volatility – 3 Years
15.35%
20.11%
Beta – 1 Year
0.94
1.17
Beta – 3 Years
0.96
1.13
Sharpe Ratio – 1 Year
0.08
0.58
Sharpe Ratio – 3 Years
0.63
0.44
Worst Rolling Year
13.41%
7.98%
Value at Worst Rolling Year
₹1.13 Cr
₹1.08 Cr
Deepest Drawdown
−19.90%
−25.65%
Recovery Period
Not yet recovered
520 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
16.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 38% · M 4% · S 49%
Number of Stocks
52
24
Portfolio P/E
30.45
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
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%