Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Turtle Wealth - Profit Mantra
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360 One - Phoenix PMS
Turtle Wealth - Profit Mantra
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%
7.48%
6 Months
2.71%
9.42%
1 Year
5.45%
28.25%
3 Years
14.06%
18.47%
5 Years
15.00%
21.31%
Since Inception
17.25%
21.69%
Fund Age
5 yrs 7 mo
5 yrs
AUM
₹1,730.04 Cr
₹79.02 Cr
Alpha – 1 Year
0.73%
23.53%
Alpha – 3 Years
1.97%
6.38%
Information Ratio – 3 Years
0.51
0.27
Volatility – 1 Year
16.94%
18.12%
Volatility – 3 Years
15.35%
27.25%
Beta – 1 Year
0.94
0.87
Beta – 3 Years
0.96
0.86
Sharpe Ratio – 1 Year
0.08
1.18
Sharpe Ratio – 3 Years
0.63
0.56
Worst Rolling Year
13.41%
15.67%
Value at Worst Rolling Year
₹1.13 Cr
₹1.16 Cr
Deepest Drawdown
−19.90%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 10% · M 9% · S 69%
Number of Stocks
52
34
Portfolio P/E
30.45
57.02
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 · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
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%