

| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| 360 One Phoenix PMS | −1.06% | 5.45% | −1.19% | 14.06% | 15.00% | 17.25% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.09% | 10.91% | 14.72% |
| Excess over benchmark | −0.04% | 0.73% | −1.08% | 1.97% | 4.09% | 2.53% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 29 Sep 2024 | 03 Mar 2025 | −19.90% | 155 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |