Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Anand Rathi Advisors - Impress PMS
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Anand Rathi Advisors - Impress PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
4.97%
6 Months
2.71%
23.68%
1 Year
5.45%
18.36%
3 Years
14.06%
19.56%
5 Years
15.00%
16.83%
Since Inception
17.25%
14.91%
Fund Age
5 yrs 7 mo
9 yrs 3 mo
AUM
₹1,730.04 Cr
₹884.23 Cr
Alpha – 1 Year
0.73%
13.64%
Alpha – 3 Years
1.97%
7.47%
Information Ratio – 3 Years
0.51
0.73
Volatility – 1 Year
16.94%
27.03%
Volatility – 3 Years
15.35%
23.64%
Beta – 1 Year
0.94
1.39
Beta – 3 Years
0.96
1.25
Sharpe Ratio – 1 Year
0.08
0.55
Sharpe Ratio – 3 Years
0.63
0.71
Worst Rolling Year
13.41%
-7.52%
Value at Worst Rolling Year
₹1.13 Cr
₹0.92 Cr
Deepest Drawdown
−19.90%
−24.68%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
100.00%
91.90%
Median Rolling Year
21.28%
22.43%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 14% · M 23% · S 57%
Number of Stocks
52
18
Portfolio P/E
30.45
42.38
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%
Cash & Cash Equivalent · 9.65%
Radico Khaitan Ltd · 7.68%
Cemindia Projects Ltd · 7.40%
KEI Industries Ltd · 6.56%
Cholamandalam Investment & Finance Company Ltd · 6.37%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
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%