Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Alchemy High Growth
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Alchemy High Growth
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%
4.23%
6 Months
2.71%
0.96%
1 Year
5.45%
14.90%
3 Years
14.06%
14.68%
5 Years
15.00%
10.31%
Since Inception
17.25%
19.96%
Fund Age
5 yrs 7 mo
24 yrs 3 mo
AUM
₹1,730.04 Cr
₹757.54 Cr
Alpha – 1 Year
0.73%
10.18%
Alpha – 3 Years
1.97%
2.59%
Information Ratio – 3 Years
0.51
0.54
Volatility – 1 Year
16.94%
22.77%
Volatility – 3 Years
15.35%
22.88%
Beta – 1 Year
0.94
1.00
Beta – 3 Years
0.96
1.22
Sharpe Ratio – 1 Year
0.08
0.49
Sharpe Ratio – 3 Years
0.63
0.49
Worst Rolling Year
13.41%
-9.25%
Value at Worst Rolling Year
₹1.13 Cr
₹0.91 Cr
Deepest Drawdown
−19.90%
−36.23%
Recovery Period
Not yet recovered
395 days
1-Year Rolling Windows Positive
100.00%
90.02%
Median Rolling Year
21.28%
15.11%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 42% · M 15% · S 36%
L 41% · M 14% · S 34%
Number of Stocks
52
62
Portfolio P/E
30.45
36.83
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%
Multi Commodity Exchange of India Ltd · 7.33%
BSE Ltd · 5.86%
National Aluminium Company Ltd · 5.30%
Lloyds Metals & Energy Ltd · 5.06%
Nippon Life India Asset Management Ltd · 4.84%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
—
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%