Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
4.52%
6 Months
2.71%
24.02%
1 Year
5.45%
36.06%
3 Years
14.06%
24.43%
5 Years
15.00%
16.10%
Since Inception
17.25%
15.98%
Fund Age
5 yrs 7 mo
14 yrs 10 mo
AUM
₹1,730.04 Cr
₹214.08 Cr
Alpha – 1 Year
0.73%
31.34%
Alpha – 3 Years
1.97%
12.34%
Information Ratio – 3 Years
0.51
1.07
Volatility – 1 Year
16.94%
26.85%
Volatility – 3 Years
15.35%
19.70%
Beta – 1 Year
0.94
1.34
Beta – 3 Years
0.96
1.03
Sharpe Ratio – 1 Year
0.08
1.08
Sharpe Ratio – 3 Years
0.63
0.96
Worst Rolling Year
13.41%
-9.81%
Value at Worst Rolling Year
₹1.13 Cr
₹0.90 Cr
Deepest Drawdown
−19.90%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
21.28%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 40% · M 33% · S 24%
Number of Stocks
52
31
Portfolio P/E
30.45
42.55
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%
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%