Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Right Horizons - Perennial
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%
−0.19%
6 Months
2.71%
11.46%
1 Year
5.45%
8.21%
3 Years
14.06%
12.09%
5 Years
15.00%
11.81%
Since Inception
17.25%
13.34%
Fund Age
5 yrs 7 mo
5 yrs 3 mo
AUM
₹1,730.04 Cr
₹34.29 Cr
Alpha – 1 Year
0.73%
5.23%
Alpha – 3 Years
1.97%
0.21%
Information Ratio – 3 Years
0.51
0.17
Volatility – 1 Year
16.94%
24.84%
Volatility – 3 Years
15.35%
21.42%
Beta – 1 Year
0.94
1.25
Beta – 3 Years
0.96
1.08
Sharpe Ratio – 1 Year
0.08
0.21
Sharpe Ratio – 3 Years
0.63
0.49
Worst Rolling Year
13.41%
7.11%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−19.90%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 5% · M 7% · S 69%
Number of Stocks
52
37
Portfolio P/E
30.45
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2.5% / 0% / 0%