Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
0.97%
6 Months
2.71%
6.33%
1 Year
5.45%
−0.99%
3 Years
14.06%
6.26%
5 Years
15.00%
6.47%
Since Inception
17.25%
5.18%
Fund Age
5 yrs 7 mo
19 yrs 5 mo
AUM
₹1,730.04 Cr
₹95.89 Cr
Alpha – 1 Year
0.73%
2.51%
Alpha – 3 Years
1.97%
−2.73%
Information Ratio – 3 Years
0.51
-0.10
Volatility – 1 Year
16.94%
20.93%
Volatility – 3 Years
15.35%
17.77%
Beta – 1 Year
0.94
1.14
Beta – 3 Years
0.96
1.05
Sharpe Ratio – 1 Year
0.08
-0.20
Sharpe Ratio – 3 Years
0.63
0.23
Worst Rolling Year
13.41%
-21.50%
Value at Worst Rolling Year
₹1.13 Cr
₹0.79 Cr
Deepest Drawdown
−19.90%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
21.28%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
L 42% · M 15% · S 36%
L 77% · M 12% · S 11%
Number of Stocks
52
57
Portfolio P/E
30.45
—
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%