Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Anand Rathi Advisors - MNC PMS
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Anand Rathi Advisors - MNC PMS
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%
0.15%
6 Months
2.71%
9.28%
1 Year
5.45%
4.13%
3 Years
14.06%
7.71%
5 Years
15.00%
8.27%
Since Inception
17.25%
11.49%
Fund Age
5 yrs 7 mo
8 yrs 5 mo
AUM
₹1,730.04 Cr
₹123.55 Cr
Alpha – 1 Year
0.73%
−0.59%
Alpha – 3 Years
1.97%
−4.38%
Information Ratio – 3 Years
0.51
-0.33
Volatility – 1 Year
16.94%
21.50%
Volatility – 3 Years
15.35%
16.95%
Beta – 1 Year
0.94
1.12
Beta – 3 Years
0.96
0.97
Sharpe Ratio – 1 Year
0.08
-0.02
Sharpe Ratio – 3 Years
0.63
0.26
Worst Rolling Year
13.41%
7.04%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−19.90%
−24.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
15.95%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 29% · M 38% · S 31%
Number of Stocks
52
20
Portfolio P/E
30.45
49.58
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%
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
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%