Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
QED Capital - Alphabets
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%
4.25%
6 Months
2.71%
7.44%
1 Year
5.45%
14.27%
3 Years
14.06%
13.32%
5 Years
15.00%
10.94%
Since Inception
17.25%
15.43%
Fund Age
5 yrs 7 mo
5 yrs 4 mo
AUM
₹1,730.04 Cr
₹21.45 Cr
Alpha – 1 Year
0.73%
9.55%
Alpha – 3 Years
1.97%
1.23%
Information Ratio – 3 Years
0.51
0.37
Volatility – 1 Year
16.94%
12.68%
Volatility – 3 Years
15.35%
17.36%
Beta – 1 Year
0.94
0.58
Beta – 3 Years
0.96
0.73
Sharpe Ratio – 1 Year
0.08
0.70
Sharpe Ratio – 3 Years
0.63
0.70
Worst Rolling Year
13.41%
12.64%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−19.90%
−26.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
17.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 15% · S 36%
L 7% · M 28% · S 62%
Number of Stocks
52
—
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%
Syrma SGS Technology Ltd · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%