Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Anand Rathi Advisors - Decennium Opportunity
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
1.56%
6 Months
2.71%
11.47%
1 Year
5.45%
5.40%
3 Years
14.06%
7.77%
5 Years
15.00%
—
Since Inception
17.25%
9.99%
Fund Age
5 yrs 7 mo
4 yrs 9 mo
AUM
₹1,730.04 Cr
₹144.91 Cr
Alpha – 1 Year
0.73%
0.68%
Alpha – 3 Years
1.97%
−4.32%
Information Ratio – 3 Years
0.51
0.13
Volatility – 1 Year
16.94%
24.35%
Volatility – 3 Years
15.35%
20.17%
Beta – 1 Year
0.94
1.26
Beta – 3 Years
0.96
1.11
Sharpe Ratio – 1 Year
0.08
0.11
Sharpe Ratio – 3 Years
0.63
0.39
Worst Rolling Year
13.41%
7.72%
Value at Worst Rolling Year
₹1.13 Cr
₹1.08 Cr
Deepest Drawdown
−19.90%
−31.10%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
12.92%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 42% · M 15% · S 36%
L 33% · M 4% · S 58%
Number of Stocks
52
15
Portfolio P/E
30.45
50.52
Top 5 Holdings
HDFC Bank Ltd · 5.56%
Axis Bank Ltd · 4.41%
Bharti Airtel Ltd · 3.79%
Tata Motors Ltd · 3.71%
Kotak Mahindra Bank Ltd · 3.60%
Craftsman Automation Ltd · 8.39%
Syrma SGS Technology Ltd · 8.34%
Polycab India Ltd · 7.32%
Venus Pipes & Tubes Ltd · 7.12%
Caplin Point Laboratories Ltd · 6.39%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%