Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Ksema - Alpha
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%
1.08%
6 Months
2.71%
1.74%
1 Year
5.45%
10.49%
3 Years
14.06%
12.80%
5 Years
15.00%
12.91%
Since Inception
17.25%
15.37%
Fund Age
5 yrs 7 mo
7 yrs 7 mo
AUM
₹1,730.04 Cr
₹15.96 Cr
Alpha – 1 Year
0.73%
10.84%
Alpha – 3 Years
1.97%
3.80%
Information Ratio – 3 Years
0.51
0.47
Volatility – 1 Year
16.94%
19.22%
Volatility – 3 Years
15.35%
17.53%
Beta – 1 Year
0.94
1.18
Beta – 3 Years
0.96
1.15
Sharpe Ratio – 1 Year
0.08
0.34
Sharpe Ratio – 3 Years
0.63
0.48
Worst Rolling Year
13.41%
12.46%
Value at Worst Rolling Year
₹1.13 Cr
₹1.12 Cr
Deepest Drawdown
−19.90%
−19.38%
Recovery Period
Not yet recovered
275 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
18.63%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 64% · M 15% · S 21%
Number of Stocks
52
38
Portfolio P/E
30.45
24.65
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%
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%