Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.34%
6.38%
6 Months
2.71%
30.29%
1 Year
5.45%
21.45%
3 Years
14.06%
18.94%
5 Years
15.00%
—
Since Inception
17.25%
23.25%
Fund Age
5 yrs 7 mo
3 yrs 1 mo
AUM
₹1,730.04 Cr
₹185.04 Cr
Alpha – 1 Year
0.73%
16.73%
Alpha – 3 Years
1.97%
6.85%
Information Ratio – 3 Years
0.51
0.59
Volatility – 1 Year
16.94%
29.11%
Volatility – 3 Years
15.35%
25.42%
Beta – 1 Year
0.94
1.26
Beta – 3 Years
0.96
1.13
Sharpe Ratio – 1 Year
0.08
0.62
Sharpe Ratio – 3 Years
0.63
0.60
Worst Rolling Year
13.41%
18.95%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−19.90%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
20.62%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 42% · M 15% · S 36%
—
Number of Stocks
52
40
Portfolio P/E
30.45
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%