Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Ayan-PriceBridge Honeycomb
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Ayan-PriceBridge Honeycomb
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%
1.20%
6 Months
2.71%
0.45%
1 Year
5.45%
16.80%
3 Years
14.06%
15.56%
5 Years
15.00%
—
Since Inception
17.25%
15.35%
Fund Age
5 yrs 7 mo
3 yrs 6 mo
AUM
₹1,730.04 Cr
₹61.98 Cr
Alpha – 1 Year
0.73%
17.23%
Alpha – 3 Years
1.97%
6.99%
Information Ratio – 3 Years
0.51
1.06
Volatility – 1 Year
16.94%
17.17%
Volatility – 3 Years
15.35%
13.50%
Beta – 1 Year
0.94
0.94
Beta – 3 Years
0.96
0.87
Sharpe Ratio – 1 Year
0.08
0.68
Sharpe Ratio – 3 Years
0.63
0.75
Worst Rolling Year
13.41%
15.00%
Value at Worst Rolling Year
₹1.13 Cr
₹1.15 Cr
Deepest Drawdown
−19.90%
−15.92%
Recovery Period
Not yet recovered
158 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
17.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 42% · M 15% · S 36%
L 43% · M 31% · S 18%
Number of Stocks
52
27
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%
HDFC NIFTY Smallcap 250 ETF · 11.69%
Mirae Asset Nifty India Manufacturing ETF · 7.82%
DSP Nifty Healthcare ETF · 7.33%
Mirae Asset Nifty Bank ETF · 5.96%
DSP Nifty Midcap 150 Quality 50 ETF · 5.92%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Fixed Fee
2.50% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%