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360 One - Phoenix PMS

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360 One - Phoenix PMS

360 One - Phoenix PMS

  • 360 ONE Asset Management
  • MULTI CAP AND FLEXI CAP
  • 25
    Out of 157*
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Portfolio age 4 years, 2 months
-7.92%
-7.74%
Hurdle Rate** 0.00%
Fixed fee 2.50%
Min. Investment ₹50 Lac
*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

TRAILING PERFORMANCE

(As on 28/02/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (95.57%)
CASH AND EQUIVALENT (3.44%)
OTHERS (0.99%)
Allocation by Market Cap
Small Cap (22.66%)
Large Cap (66.97%)
Mid Cap (5.94%)
Sector Holdings
  • Financial Services 31.94%
  • Automobile and Auto Components 9.09%
  • Telecommunication 9.04%
  • Capital Goods 9.00%
  • Information Technology 8.74%
Stock Holdings
  • HDFC Bank Ltd. 10.52%
  • ICICI Bank Ltd. 7.83%
  • HDFC Bank Ltd 6.20%
  • Suven Pharmaceuticals Ltd 5.75%
  • Infosys Ltd 5.75%

PORTFOLIO MANAGERS

Satwik Jain
  • Manager Rank 25 Out of 157
    i
    Rank is based on 3-year return
  • Schemes Managed 2
  • Total AUM ₹5316.66 Cr
  • Highest Return In 1 Yr 2.93%
Profile

He is the Founder of generational capital, fund manager at Right Horizons Perennial Fund and Head of the Investment Committee at Generational Capital Bharat Breakout AIF. With a strong background in equities, alternative assets, and M&A, Satwik has held leadership roles at Client Associates and Deloitte & serves as a strategic investor at Bimaplus. Beyond his investment career, Satwik Jain co-founded fitnessholic.com, an aggregator platform for fitness centres. He pursued an MBA in finance & marketing at IMT Ghaziabad while also being a professional golfer. Furthermore, he actively engages in various roles as a Venture Partner at Venture Catalysts, an angel investor, guest author, & panellist at international conferences & seminars. Notably, he achieved his dream of financial freedom at the remarkable age of 26, surpassing his initial goal of achieving it by age 30

Other Schemes
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
360 One - Multicap PMS
AUM (₹ Cr)
3710.90
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
25 Out of 236
Fixed Fee
2.50%
Scheme Return
-5.65%
Benchmark Return
-7.74%
360 One - Phoenix PMS
AUM (₹ Cr)
1605.76
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
81 Out of 236
Fixed Fee
2.50%
Scheme Return
-7.92%
Benchmark Return
-7.74%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
360 One - Multicap PMS
1Out of 2
-5.65%
-7.74%
S&P BSE 500 TRI
MULTI CAP AND FLEXI CAP
₹3710.90 Cr.
360 One - Phoenix PMS
1Out of 2
-7.92%
-7.74%
S&P BSE 500 TRI
MULTI CAP AND FLEXI CAP
₹1605.76 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FUND SUMMARY

AUM (₹ Cr)
1605.76 (As on Feb, 2025)
Inception Date
Jan 1, 2021
Min. Investment
₹50 Lac
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

Fee Structure

Fixed Fee
2.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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Investment 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.

CALCULATORS

Income Tax Calculator SIP Calculator FD Calculator Dividend Yield Calculator Lump-Sum Calculator CAGR Calculator Top-Up Calculator Latte Factor Calculator

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PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Compare
360 One - Phoenix PMS
AUM (₹ Cr)
1605.76
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
81 Out of 236
Fixed Fee
2.50%
Scheme Return
-7.92%
Benchmark Return
-7.74%
Qode All Weather
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 236
Fixed Fee
No Option
Scheme Return
-1.64%
Benchmark Return
-7.85%
Alpha A
AUM (₹ Cr)
112.67
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 236
Fixed Fee
1% or 0%
Scheme Return
-1.79%
Benchmark Return
-5.89%
Quant Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 236
Fixed Fee
1.75%
Scheme Return
-1.93%
Benchmark Return
-7.74%
Eklavya - Equity
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 236
Fixed Fee
1.00%
Scheme Return
-2.68%
Benchmark Return
-5.75%
Maxiom PMS - EMERALD
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 236
Fixed Fee
2.50%
Scheme Return
-2.78%
Benchmark Return
-5.79%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
360 One - Phoenix PMS
1Out of 236
-7.92%
-7.74%
S&P BSE 500 TRI
MULTI CAP AND FLEXI CAP
No Option
₹1605.76 Cr.
Qode All Weather
1Out of 236
-1.64%
-7.85%
S&P BSE 500 TRI
MULTI CAP AND FLEXI CAP
10%
₹UNDISC. Cr.
Alpha A
1Out of 236
-1.79%
-5.89%
Nifty 50 TRI
MULTI CAP AND FLEXI CAP
No Option
₹112.67 Cr.
Quant Strategy
1Out of 236
-1.93%
-7.74%
S&P BSE 500 TRI
MULTI CAP AND FLEXI CAP
6%
₹UNDISC. Cr.
Eklavya - Equity
1Out of 236
-2.68%
-5.75%
Nifty 50 TRI
MULTI CAP AND FLEXI CAP
10.00%
₹UNDISC. Cr.
Maxiom PMS - EMERALD
1Out of 236
-2.78%
-5.79%
Nifty 50 TRI
MULTI CAP AND FLEXI CAP
6% or 25%
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

360 ONE Asset Management
360 ONE Asset Management manages assets worth Rs 28953.25 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

28953.25 (As on Feb, 2025)

Number of Schemes

2
Schemes From This AMC
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
360 One - Multicap PMS
AUM (₹ Cr)
₹3710.90 Cr.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
25 Out of 236
Fixed Fee
2.50%
Strategy Return
-5.65%
Benchmark Return
-7.74%
360 One - Phoenix PMS
AUM (₹ Cr)
₹1605.76 Cr.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
81 Out of 236
Fixed Fee
2.50%
Strategy Return
-7.92%
Benchmark Return
-7.74%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
360 One - Multicap PMS
1Out of 2
-5.65%
-7.74%
S&P BSE 500 TRI
No Option
MULTI CAP AND FLEXI CAP
₹3710.90 Cr.
360 One - Phoenix PMS
1Out of 2
-7.92%
-7.74%
S&P BSE 500 TRI
No Option
MULTI CAP AND FLEXI CAP
₹1605.76 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’S

What is the hurdle rate of 360 One - Phoenix PMS?
The hurdle rate of 360 One - Phoenix PMS is No Option.
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 ?
The variable fee charged in 360 One - Phoenix PMS is No Option .
What is the profit sharing in 360 One - Phoenix PMS ?
The profit sharing in 360 One - Phoenix PMS is No Option.
What is the minimum investment in 360 One - Phoenix PMS ?
The minimum investment in 360 One - Phoenix PMS is ₹50 Lac
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 1, 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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