Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
2.85%
6 Months
2.71%
22.81%
1 Year
5.45%
15.74%
3 Years
14.06%
19.34%
5 Years
15.00%
—
Since Inception
17.25%
24.49%
Fund Age
5 yrs 7 mo
3 yrs 3 mo
AUM
₹1,730.04 Cr
₹446.96 Cr
Alpha – 1 Year
0.73%
11.02%
Alpha – 3 Years
1.97%
7.25%
Information Ratio – 3 Years
0.51
0.86
Volatility – 1 Year
16.94%
23.09%
Volatility – 3 Years
15.35%
17.79%
Beta – 1 Year
0.94
1.11
Beta – 3 Years
0.96
0.93
Sharpe Ratio – 1 Year
0.08
0.51
Sharpe Ratio – 3 Years
0.63
0.79
Worst Rolling Year
13.41%
19.32%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−19.90%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 42% · M 15% · S 36%
L 19% · S 80%
Number of Stocks
52
30
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%
—
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—