Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs BIN73 SUNRISEALPHA
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
BIN73 SUNRISEALPHA
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
3.30%
6 Months
2.71%
28.07%
1 Year
5.45%
19.77%
3 Years
14.06%
—
5 Years
15.00%
—
Since Inception
17.25%
18.55%
Fund Age
5 yrs 7 mo
1 yr 9 mo
AUM
₹1,730.04 Cr
₹46.14 Cr
Alpha – 1 Year
0.73%
15.05%
Alpha – 3 Years
1.97%
—
Information Ratio – 3 Years
0.51
—
Volatility – 1 Year
16.94%
36.76%
Volatility – 3 Years
15.35%
—
Beta – 1 Year
0.94
1.78
Beta – 3 Years
0.96
—
Sharpe Ratio – 1 Year
0.08
0.52
Sharpe Ratio – 3 Years
0.63
—
Worst Rolling Year
13.41%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−19.90%
−25.11%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.28%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 42% · M 15% · S 36%
S 98%
Number of Stocks
52
15
Portfolio P/E
30.45
22.07
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%
Manorama Industries Ltd · 10.75%
Advait Energy Transitions Limited · 10.74%
R R Kabel Ltd · 10.45%
SRM Contractors Ltd · 10.21%
Oswal Pumps Ltd · 7.72%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1.5% / 0% / 0%