Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Ayan-PriceBridge Direct MF
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Ayan-PriceBridge Direct MF
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
1.86%
6 Months
2.71%
3.14%
1 Year
5.45%
14.41%
3 Years
14.06%
16.50%
5 Years
15.00%
—
Since Inception
17.25%
17.99%
Fund Age
5 yrs 7 mo
3 yrs 2 mo
AUM
₹1,730.04 Cr
₹19.19 Cr
Alpha – 1 Year
0.73%
14.84%
Alpha – 3 Years
1.97%
7.93%
Information Ratio – 3 Years
0.51
1.26
Volatility – 1 Year
16.94%
16.65%
Volatility – 3 Years
15.35%
14.41%
Beta – 1 Year
0.94
0.95
Beta – 3 Years
0.96
0.95
Sharpe Ratio – 1 Year
0.08
0.57
Sharpe Ratio – 3 Years
0.63
0.78
Worst Rolling Year
13.41%
16.17%
Value at Worst Rolling Year
₹1.13 Cr
₹1.16 Cr
Deepest Drawdown
−19.90%
−18.49%
Recovery Period
Not yet recovered
257 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
17.49%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 42% · M 15% · S 36%
L 52% · M 24% · S 17%
Number of Stocks
52
48
Portfolio P/E
30.45
—
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%
DSP Nifty Next 50 Index Fund - Direct (G) · 11.21%
SBI PSU Fund - Direct (G) · 9.19%
ICICI Pru Nifty Bank Index Fund - Direct (G) · 7.02%
Tata Resources & Energy Fund - Direct (G) · 7.01%
DSP Nifty 50 Equal Weight Index Fund - Dir (G) · 6.44%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Fixed Fee
2.50% / yr
0.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%