Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Alchemy Select Stock
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Alchemy Select Stock
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%
7.30%
6 Months
2.71%
20.36%
1 Year
5.45%
18.14%
3 Years
14.06%
21.64%
5 Years
15.00%
16.27%
Since Inception
17.25%
19.97%
Fund Age
5 yrs 7 mo
17 yrs 8 mo
AUM
₹1,730.04 Cr
₹5,014.26 Cr
Alpha – 1 Year
0.73%
13.42%
Alpha – 3 Years
1.97%
9.55%
Information Ratio – 3 Years
0.51
0.97
Volatility – 1 Year
16.94%
21.97%
Volatility – 3 Years
15.35%
19.06%
Beta – 1 Year
0.94
1.13
Beta – 3 Years
0.96
1.07
Sharpe Ratio – 1 Year
0.08
0.62
Sharpe Ratio – 3 Years
0.63
0.85
Worst Rolling Year
13.41%
-6.02%
Value at Worst Rolling Year
₹1.13 Cr
₹0.94 Cr
Deepest Drawdown
−19.90%
−24.55%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
95.34%
Median Rolling Year
21.28%
19.24%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 38% · M 28% · S 30%
Number of Stocks
52
97
Portfolio P/E
30.45
63.07
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%
One 97 Communications Ltd · 8.25%
Multi Commodity Exchange of India Ltd · 7.59%
Bajaj Finance Ltd · 6.77%
Cartrade Tech Ltd · 6.59%
Eternal Ltd · 5.56%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
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%