Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Tcg India Investment Opportunities Portfolio
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%
4.64%
6 Months
2.71%
20.32%
1 Year
5.45%
29.93%
3 Years
14.06%
—
5 Years
15.00%
—
Since Inception
17.25%
15.24%
Fund Age
5 yrs 7 mo
1 yr 9 mo
AUM
₹1,730.04 Cr
₹3.17 Cr
Alpha – 1 Year
0.73%
25.21%
Alpha – 3 Years
1.97%
—
Information Ratio – 3 Years
0.51
—
Volatility – 1 Year
16.94%
24.54%
Volatility – 3 Years
15.35%
—
Beta – 1 Year
0.94
1.19
Beta – 3 Years
0.96
—
Sharpe Ratio – 1 Year
0.08
0.97
Sharpe Ratio – 3 Years
0.63
—
Worst Rolling Year
13.41%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−19.90%
−12.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.28%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 42% · M 15% · S 36%
L 28% · M 19% · S 50%
Number of Stocks
52
36
Portfolio P/E
30.45
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –