Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Prosperity - Discovery Fund
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%
4.17%
6 Months
2.71%
20.15%
1 Year
5.45%
7.22%
3 Years
14.06%
9.88%
5 Years
15.00%
10.18%
Since Inception
17.25%
17.47%
Fund Age
5 yrs 7 mo
5 yrs 8 mo
AUM
₹1,730.04 Cr
₹112.12 Cr
Alpha – 1 Year
0.73%
2.50%
Alpha – 3 Years
1.97%
−2.21%
Information Ratio – 3 Years
0.51
-0.17
Volatility – 1 Year
16.94%
30.34%
Volatility – 3 Years
15.35%
23.32%
Beta – 1 Year
0.94
1.54
Beta – 3 Years
0.96
1.29
Sharpe Ratio – 1 Year
0.08
0.19
Sharpe Ratio – 3 Years
0.63
0.29
Worst Rolling Year
13.41%
8.52%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−19.90%
−32.53%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
18.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
M 39% · S 59%
Number of Stocks
52
28
Portfolio P/E
30.45
38.78
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%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%