Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Bonanza - Edge
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%
4.43%
6 Months
2.71%
22.24%
1 Year
5.45%
21.33%
3 Years
14.06%
15.83%
5 Years
15.00%
20.63%
Since Inception
17.25%
19.53%
Fund Age
5 yrs 7 mo
11 yrs
AUM
₹1,730.04 Cr
₹101.92 Cr
Alpha – 1 Year
0.73%
21.68%
Alpha – 3 Years
1.97%
6.83%
Information Ratio – 3 Years
0.51
0.61
Volatility – 1 Year
16.94%
21.87%
Volatility – 3 Years
15.35%
21.68%
Beta – 1 Year
0.94
1.10
Beta – 3 Years
0.96
1.12
Sharpe Ratio – 1 Year
0.08
0.75
Sharpe Ratio – 3 Years
0.63
0.65
Worst Rolling Year
13.41%
-17.09%
Value at Worst Rolling Year
₹1.13 Cr
₹0.83 Cr
Deepest Drawdown
−19.90%
−27.12%
Recovery Period
Not yet recovered
148 days
1-Year Rolling Windows Positive
100.00%
79.34%
Median Rolling Year
21.28%
24.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 15% · M 12% · S 59%
Number of Stocks
52
65
Portfolio P/E
30.45
51.62
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%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%