Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Wright Factor Fund
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%
10.96%
6 Months
2.71%
14.84%
1 Year
5.45%
16.93%
3 Years
14.06%
—
5 Years
15.00%
—
Since Inception
17.25%
20.33%
Fund Age
5 yrs 7 mo
3 yrs
AUM
₹1,730.04 Cr
₹214.05 Cr
Alpha – 1 Year
0.73%
12.21%
Alpha – 3 Years
1.97%
—
Information Ratio – 3 Years
0.51
0.51
Volatility – 1 Year
16.94%
22.29%
Volatility – 3 Years
15.35%
21.03%
Beta – 1 Year
0.94
0.97
Beta – 3 Years
0.96
0.97
Sharpe Ratio – 1 Year
0.08
0.57
Sharpe Ratio – 3 Years
0.63
0.72
Worst Rolling Year
13.41%
18.92%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−19.90%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 42% · M 15% · S 36%
L 12% · M 21% · S 55%
Number of Stocks
52
25
Portfolio P/E
30.45
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%