Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Ambit-Alpha Growth
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Ambit-Alpha 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%
−1.10%
6 Months
2.71%
12.88%
1 Year
5.45%
−0.84%
3 Years
14.06%
15.76%
5 Years
15.00%
16.23%
Since Inception
17.25%
21.25%
Fund Age
5 yrs 7 mo
5 yrs 6 mo
AUM
₹1,730.04 Cr
₹529.7 Cr
Alpha – 1 Year
0.73%
−0.41%
Alpha – 3 Years
1.97%
7.19%
Information Ratio – 3 Years
0.51
0.42
Volatility – 1 Year
16.94%
20.62%
Volatility – 3 Years
15.35%
22.08%
Beta – 1 Year
0.94
0.94
Beta – 3 Years
0.96
0.96
Sharpe Ratio – 1 Year
0.08
-0.21
Sharpe Ratio – 3 Years
0.63
0.56
Worst Rolling Year
13.41%
15.76%
Value at Worst Rolling Year
₹1.13 Cr
₹1.16 Cr
Deepest Drawdown
−19.90%
−33.96%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
29.75%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 7% · M 7% · S 82%
Number of Stocks
52
91
Portfolio P/E
30.45
30.00
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%
Cash & Cash Equivalent · 4.80%
Senores Pharmaceuticals Ltd · 4.67%
Ujjivan Small Finance Bank Ltd · 3.95%
Supriya Lifescience Ltd · 3.82%
Bajaj Auto Ltd · 3.48%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%