360 ONE ASSET Phoenix PMS
Key People
Mr. Anup Maheshwari
CIO, Joint – CEO
Investment Objective
IIFL Phoenix Portfolio intends to create a portfolio of such businesses with an established track record, which have the potential to see a sharp improvement in fundamentals in the future.
Investment Strategy
IIFL Phoenix Portfolio intends to create a portfolio of such businesses with an established track record, which have the potential to see a sharp improvement in fundamentals in the future.
Investment Philosophy
The investment strategy of IIFL Phoenix PMS is to invest in a portfolio following the SCDV framework (Secular, Cyclical, Defensives, Value Trap) wherein it invests in businesses having long-term track record where profitability and growth have been impacted by short term cycles.
Businesses usually may witness cycles of disruption or downturns due to many factors. Firms counter-act to these downturns to stabilize business by acting on suitable strategic, organizational, operational or financial changes. The investment manager would target such opportunities having long-term mean reversion capability, having potential for sharp improvement in fundamentals. Portfolio construction shall have higher proportion in the three quadrants, Cyclical, Defensive and Value Trap where portfolio securities may have the trajectory of PAT and ROE growth to move to Secular quadrant.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| 360 ONE Asset Management Phoenix PMS | 1.22% | 6.99% | 2.27% | 6.97% | 12.84% | 21.16% | - | - | 19.95% |
| S&P BSE 500 TRI | -0.24% | 5.02% | 1.63% | 7.63% | 11.64% | 16.40% | - | - | 17.23% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Communication Services | 11.17 |
| Consumer Discretionary | 14.47 |
| Consumer Staples | 6.61 |
| Energy | 2.99 |
| Financials | 23.86 |
| Health Care | 9.34 |
| Industrials | 6.54 |
| Information Technology | 8.12 |
| Materials | 10.42 |
| Utilities | 2.59 |
| cash_total | 3.87 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 41.34 |
| Mid Cap | 24.03 |
| Small Cap | 24.14 |
| Cash | 10.49 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
From the Founders & Managers of 360 ONE Asset Management PMS
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Disclaimer
#Returns as of 31 Dec 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
