Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.34%
2.21%
6 Months
2.71%
21.04%
1 Year
5.45%
21.34%
3 Years
14.06%
19.08%
5 Years
15.00%
23.67%
Since Inception
17.25%
—
Fund Age
5 yrs 7 mo
6 yrs 4 mo
AUM
₹1,730.04 Cr
₹364.08 Cr
Alpha – 1 Year
0.73%
21.69%
Alpha – 3 Years
1.97%
10.08%
Information Ratio – 3 Years
0.51
0.52
Volatility – 1 Year
16.94%
32.28%
Volatility – 3 Years
15.35%
28.08%
Beta – 1 Year
0.94
1.47
Beta – 3 Years
0.96
1.60
Sharpe Ratio – 1 Year
0.08
0.58
Sharpe Ratio – 3 Years
0.63
0.57
Worst Rolling Year
13.41%
15.61%
Value at Worst Rolling Year
₹1.13 Cr
₹1.16 Cr
Deepest Drawdown
−19.90%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 90% · M 10%
Number of Stocks
52
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%