- Manager
- 360 ONE Asset Management
- Service
- Discretionary
- Asset class
- Equity
360 ONE Phoenix Portfolio
+1.79%
1-year return
Benchmark BSE500TRI −2.33% · to 30 Sep 2026
360 ONE Asset Management’s 360 ONE Phoenix Portfolio returned 1.79% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹1,621 crore across its clients.
Key numbers
- AUM
- ₹1,621 Cr
- Benchmark
- BSE500TRI
- Turnover, past year
- 0.98×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500TRI | Difference |
|---|---|---|---|
| 1 month | −4.27% | −5.57% | +1.30% |
| 3 months | −3.01% | −3.59% | +0.58% |
| 6 months | +11.29% | +8.07% | +3.22% |
| 1 year | +1.79% | −2.33% | +4.12% |
| 2 years | −3.49% | −3.93% | +0.44% |
| 3 years | +10.93% | +9.20% | +1.73% |
| 4 years | +15.15% | +11.22% | +3.93% |
| 5 years | +13.36% | +8.91% | +4.45% |
| Since inception | +16.08% | +13.34% | +2.74% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity97.74%₹1,585 Cr
- Cash and other2.20%₹35.66 Cr
- Mutual funds0.06%₹1.03 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹5.42 Cr
- Outflow, Sep 2026
- ₹36.87 Cr
- Net, Sep 2026
- −₹31.45 Cr
- Net, FY to date
- −₹129 Cr
- Turnover, month
- 0.09×
- Turnover, past year
- 0.98×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has 360 ONE Phoenix Portfolio returned?
1.79% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.27%; 3 months: −3.01%; 6 months: 11.29%; 1 year: 1.79%; 2 years: −3.49%; 3 years: 10.93%; 4 years: 15.15%; 5 years: 13.36%; Since inception: 16.08%.
How has it done against its benchmark?
Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 4.12 percentage points ahead.
How much does 360 ONE Phoenix Portfolio manage?
₹1,621 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages 360 ONE Phoenix Portfolio?
360 ONE Asset Management, a SEBI-registered portfolio manager (INP000004565), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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