Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
2.71%
9.86%
1 Year
5.45%
32.16%
3 Years
14.06%
19.13%
5 Years
15.00%
12.16%
Since Inception
17.25%
16.12%
Fund Age
5 yrs 7 mo
5 yrs 10 mo
AUM
₹1,730.04 Cr
₹170.31 Cr
Alpha – 1 Year
0.73%
27.44%
Alpha – 3 Years
1.97%
7.04%
Information Ratio – 3 Years
0.51
0.58
Volatility – 1 Year
16.94%
17.07%
Volatility – 3 Years
15.35%
17.73%
Beta – 1 Year
0.94
0.65
Beta – 3 Years
0.96
0.86
Sharpe Ratio – 1 Year
0.08
1.42
Sharpe Ratio – 3 Years
0.63
0.79
Worst Rolling Year
13.41%
0.71%
Value at Worst Rolling Year
₹1.13 Cr
₹1.01 Cr
Deepest Drawdown
−19.90%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
21.28%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 11% · M 1% · S 72%
Number of Stocks
52
18
Portfolio P/E
30.45
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%