Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Piper Serica Advisors - Leader Portfolio
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%
3.10%
6 Months
2.71%
24.70%
1 Year
5.45%
21.80%
3 Years
14.06%
16.46%
5 Years
15.00%
12.29%
Since Inception
17.25%
17.31%
Fund Age
5 yrs 7 mo
7 yrs 2 mo
AUM
₹1,730.04 Cr
₹328.39 Cr
Alpha – 1 Year
0.73%
22.15%
Alpha – 3 Years
1.97%
7.46%
Information Ratio – 3 Years
0.51
1.55
Volatility – 1 Year
16.94%
22.56%
Volatility – 3 Years
15.35%
18.01%
Beta – 1 Year
0.94
1.10
Beta – 3 Years
0.96
0.98
Sharpe Ratio – 1 Year
0.08
0.85
Sharpe Ratio – 3 Years
0.63
1.07
Worst Rolling Year
13.41%
7.49%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−19.90%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
—
Number of Stocks
52
16
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 1%