Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Right Horizons - Alliance
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%
1.80%
6 Months
2.71%
2.80%
1 Year
5.45%
4.89%
3 Years
14.06%
12.23%
5 Years
15.00%
10.64%
Since Inception
17.25%
8.93%
Fund Age
5 yrs 7 mo
12 yrs
AUM
₹1,730.04 Cr
₹134.76 Cr
Alpha – 1 Year
0.73%
−1.08%
Alpha – 3 Years
1.97%
1.34%
Information Ratio – 3 Years
0.51
0.07
Volatility – 1 Year
16.94%
10.79%
Volatility – 3 Years
15.35%
9.62%
Beta – 1 Year
0.94
1.04
Beta – 3 Years
0.96
1.10
Sharpe Ratio – 1 Year
0.08
-0.01
Sharpe Ratio – 3 Years
0.63
0.69
Worst Rolling Year
13.41%
0.05%
Value at Worst Rolling Year
₹1.13 Cr
₹1.00 Cr
Deepest Drawdown
−19.90%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
21.28%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 50% · M 11% · S 8%
Number of Stocks
52
33
Portfolio P/E
30.45
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –