Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Alchemy - Ascent
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Alchemy - Ascent
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%
4.39%
6 Months
2.71%
8.65%
1 Year
5.45%
14.07%
3 Years
14.06%
8.50%
5 Years
15.00%
7.26%
Since Inception
17.25%
13.68%
Fund Age
5 yrs 7 mo
6 yrs 11 mo
AUM
₹1,730.04 Cr
₹234.24 Cr
Alpha – 1 Year
0.73%
9.35%
Alpha – 3 Years
1.97%
−3.59%
Information Ratio – 3 Years
0.51
-0.32
Volatility – 1 Year
16.94%
17.05%
Volatility – 3 Years
15.35%
19.82%
Beta – 1 Year
0.94
0.90
Beta – 3 Years
0.96
1.09
Sharpe Ratio – 1 Year
0.08
0.55
Sharpe Ratio – 3 Years
0.63
0.25
Worst Rolling Year
13.41%
4.86%
Value at Worst Rolling Year
₹1.13 Cr
₹1.05 Cr
Deepest Drawdown
−19.90%
−34.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
16.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 25% · M 33% · S 39%
Number of Stocks
52
70
Portfolio P/E
30.45
29.14
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%
Eicher Motors Ltd · 5.45%
Apar Industries Ltd · 5.43%
Glenmark Pharmaceuticals Ltd · 4.49%
CCL Products (India) Ltd · 4.47%
SPR Auto Technologies Ltd · 4.30%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
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%