Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Ckredence-All Weather Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
3.56%
6 Months
2.71%
14.31%
1 Year
5.45%
23.04%
3 Years
14.06%
17.41%
5 Years
15.00%
14.44%
Since Inception
17.25%
16.04%
Fund Age
5 yrs 7 mo
5 yrs 2 mo
AUM
₹1,730.04 Cr
₹246.55 Cr
Alpha – 1 Year
0.73%
18.32%
Alpha – 3 Years
1.97%
5.32%
Information Ratio – 3 Years
0.51
0.69
Volatility – 1 Year
16.94%
16.66%
Volatility – 3 Years
15.35%
14.65%
Beta – 1 Year
0.94
0.91
Beta – 3 Years
0.96
0.83
Sharpe Ratio – 1 Year
0.08
1.02
Sharpe Ratio – 3 Years
0.63
0.82
Worst Rolling Year
13.41%
13.49%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−19.90%
−17.20%
Recovery Period
Not yet recovered
198 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 31% · M 25% · S 41%
Number of Stocks
52
33
Portfolio P/E
30.45
48.70
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%
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%