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360 One - Phoenix PMS
360 One - Phoenix PMS

360 One - Phoenix PMS

  • 360 ONE Asset Management
  • Multi Cap AND Flexi Cap
  • 50
    Out of 163*
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Portfolio age4 years, 7 months
-1.37%
3.68%
Hurdle Rate**0.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/07/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (8.19%)
Allocation by Market Cap
Small Cap (28.7%)
Mid Cap (17.1%)
Large Cap (46.01%)
Sector Holdings
  • Financial Services26.96%
  • Telecommunication9.18%
  • Chemicals8.27%
  • Information Technology7.38%
  • Healthcare7.18%
Stock Holdings
  • Cash & Cash Equivalents8.19%
  • HDFC Bank Ltd6.67%
  • ICICI Bank Ltd5.33%
  • Indus Towers Limited4.22%
  • Bharti Airtel Ltd4.19%

bt_logoPORTFOLIO MANAGERS

Nishant Vass
  • Manager Rank50 Out of 163
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUM5728.87
  • Highest Return In 1 Yr-2.81%
Profile

Nishant Brings with him 15 years of Investment Experience. Prior to Joining 360 One In January 2022, he was associated with ICICI Securities Ltd in Institutional Equities team where he was leading the Automative sector research practice. Nishant has done MBA with an Engineering Background.

Other Schemes
  • table
  • Grid
Compare
360 One - Phoenix PMS
AUM (₹ Cr)
₹1,882.50 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
90 Out of 248
Fixed Fee
2.50%
Scheme Return
-1.37%
Benchmark Return
3.68%
360 One - Multicap PMS
AUM (₹ Cr)
₹3,846.37 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
200 Out of 248
Fixed Fee
2.50%
Scheme Return
-3.43%
Benchmark Return
3.68%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
1882.50
(As on Jul, 2025)
Inception Date
Jan 01, 2021
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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bt_logoINVESTMENT PHILOSOPHY

Objective

The objective of the investment approach is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities.

Investment Approach

The investment strategy is to invest in a portfolio following the SCDV framework (Secular, Cyclical, Defensives, Value Trap) wherein it invests in businesses having longterm track record where profitability and growth may have been impacted by short term cycles.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
360 One - Phoenix PMS
AUM (₹ Cr)
₹1,882.50 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
90 Out of 248
Fixed Fee
2.50%
Scheme Return
-1.37%
Benchmark Return
3.68%
Shade - Value Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 248
Fixed Fee
No Option
Scheme Return
2.87%
Benchmark Return
3.68%
Valcreate - Growing India
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 248
Fixed Fee
2.50%
Scheme Return
2.84%
Benchmark Return
3.68%
Factor Fund
AUM (₹ Cr)
₹245.46 Cr
Hurdle Rate
10% or Benchmark
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 248
Fixed Fee
1.50%
Scheme Return
2.69%
Benchmark Return
3.68%
White Whale - North Star Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 248
Fixed Fee
2.00%
Scheme Return
2.64%
Benchmark Return
3.37%
Right Horizons - Perennial
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 248
Fixed Fee
2.50%
Scheme Return
2.42%
Benchmark Return
3.68%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

360 ONE Asset Management
360 ONE Asset Management manages assets worth Rs 33522.34 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

33,522.34 (As on Jun, 2025)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
360 One - Phoenix PMS
AUM (₹ Cr)
₹1,882.50 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
90 Out of 248
Fixed Fee
2.50%
Scheme Return
-1.37%
Benchmark Return
3.68%
360 One - Multicap PMS
AUM (₹ Cr)
₹3,846.37 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
200 Out of 248
Fixed Fee
2.50%
Scheme Return
-3.43%
Benchmark Return
3.68%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of 360 One - Phoenix PMS?
There is no option for Hurdle rate.
What is the fixed fee charged in 360 One - Phoenix PMS ?
The fixed fee charged in 360 One - Phoenix PMS is 2.50%.
What is the variable fee charged in 360 One - Phoenix PMS ?
There is no option for Variable fee.
What is the profit sharing in 360 One - Phoenix PMS ?
There is no option for Profit sharing.
What is the minimum investment in 360 One - Phoenix PMS ?
The minimum investment in 360 One - Phoenix PMS is ₹50 Lacs
What type of scheme is 360 One - Phoenix PMS?
360 One - Phoenix PMS is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of 360 One - Phoenix PMS?
The inception date of 360 One - Phoenix PMS is Jan 01, 2021.
What is the exit load of 360 One - Phoenix PMS?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.

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