Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Unifi Blended - Rangoli
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%
3.17%
6 Months
2.71%
10.91%
1 Year
5.45%
10.45%
3 Years
14.06%
10.60%
5 Years
15.00%
10.74%
Since Inception
17.25%
18.07%
Fund Age
5 yrs 7 mo
9 yrs 2 mo
AUM
₹1,730.04 Cr
₹11,464.61 Cr
Alpha – 1 Year
0.73%
5.73%
Alpha – 3 Years
1.97%
−1.49%
Information Ratio – 3 Years
0.51
-0.11
Volatility – 1 Year
16.94%
18.78%
Volatility – 3 Years
15.35%
16.83%
Beta – 1 Year
0.94
1.04
Beta – 3 Years
0.96
1.02
Sharpe Ratio – 1 Year
0.08
0.34
Sharpe Ratio – 3 Years
0.63
0.37
Worst Rolling Year
13.41%
4.89%
Value at Worst Rolling Year
₹1.13 Cr
₹1.05 Cr
Deepest Drawdown
−19.90%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 24% · M 11% · S 66%
Number of Stocks
52
—
Portfolio P/E
30.45
21.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
—
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%