Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
8.45%
6 Months
2.71%
29.49%
1 Year
5.45%
37.09%
3 Years
14.06%
18.49%
5 Years
15.00%
12.39%
Since Inception
17.25%
18.64%
Fund Age
5 yrs 7 mo
10 yrs 3 mo
AUM
₹1,730.04 Cr
₹1,760.35 Cr
Alpha – 1 Year
0.73%
32.37%
Alpha – 3 Years
1.97%
6.40%
Information Ratio – 3 Years
0.51
0.52
Volatility – 1 Year
16.94%
25.02%
Volatility – 3 Years
15.35%
18.27%
Beta – 1 Year
0.94
1.22
Beta – 3 Years
0.96
0.89
Sharpe Ratio – 1 Year
0.08
1.18
Sharpe Ratio – 3 Years
0.63
0.74
Worst Rolling Year
13.41%
-0.28%
Value at Worst Rolling Year
₹1.13 Cr
₹1.00 Cr
Deepest Drawdown
−19.90%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
21.28%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 11% · S 71%
Number of Stocks
52
13
Portfolio P/E
30.45
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%