Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
1.32%
6 Months
2.71%
3.83%
1 Year
5.45%
9.77%
3 Years
14.06%
13.19%
5 Years
15.00%
12.01%
Since Inception
17.25%
14.38%
Fund Age
5 yrs 7 mo
6 yrs 8 mo
AUM
₹1,730.04 Cr
₹42.66 Cr
Alpha – 1 Year
0.73%
3.80%
Alpha – 3 Years
1.97%
2.30%
Information Ratio – 3 Years
0.51
0.23
Volatility – 1 Year
16.94%
15.84%
Volatility – 3 Years
15.35%
12.64%
Beta – 1 Year
0.94
1.56
Beta – 3 Years
0.96
1.48
Sharpe Ratio – 1 Year
0.08
0.32
Sharpe Ratio – 3 Years
0.63
0.70
Worst Rolling Year
13.41%
9.09%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−19.90%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 37% · M 21% · S 27%
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
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% / 0%