Know Your PMS · Monthly tearsheet
360 ONE Phoenix Portfolio
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Sep_202642 months filedBM: BSE500TRIBM: Benchmark
CAGR
17.42%
Total return
75.41%
Max drawdown
-19.34%
Sharpe
1.13
Sortino
1.13
Calmar
0.90
Win months
64.29%
Best / worst month
9.5% / -11.7%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -2.85% | -0.40% | -11.65% | 9.49% | 1.97% | 2.79% | -0.04% | 1.34% | -4.27% | – | – | – | -4.86% |
2025 | -4.28% | -7.92% | 4.64% | 5.25% | 3.35% | 4.26% | -1.37% | -2.27% | -0.82% | 3.64% | 1.99% | 1.22% | 6.99% |
2024 | 3.19% | 2.33% | -0.75% | 6.49% | -0.29% | 7.25% | 5.88% | 2.59% | 0.35% | -4.89% | 0.07% | -3.85% | 19.05% |
2023 | – | – | – | 5.68% | 5.04% | 5.14% | 5.23% | 0.53% | 4.06% | -2.15% | 7.45% | 7.16% | 44.76% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 19.34% | 24 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.15% | 1 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 0.75% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 0.29% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
15.07%
Downside deviation
15.36%