Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix PMS
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
2.71%
8.08%
1 Year
5.45%
10.16%
3 Years
14.06%
15.60%
5 Years
15.00%
—
Since Inception
17.25%
19.84%
Fund Age
5 yrs 7 mo
6 yrs 11 mo
AUM
₹1,730.04 Cr
₹3.18 Cr
Alpha – 1 Year
0.73%
7.18%
Alpha – 3 Years
1.97%
3.72%
Information Ratio – 3 Years
0.51
0.60
Volatility – 1 Year
16.94%
19.93%
Volatility – 3 Years
15.35%
18.09%
Beta – 1 Year
0.94
1.12
Beta – 3 Years
0.96
1.14
Sharpe Ratio – 1 Year
0.08
0.31
Sharpe Ratio – 3 Years
0.63
0.60
Worst Rolling Year
13.41%
14.68%
Value at Worst Rolling Year
₹1.13 Cr
₹1.15 Cr
Deepest Drawdown
−19.90%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 42% · M 15% · S 36%
L 31% · M 55% · S 12%
Number of Stocks
52
29
Portfolio P/E
30.45
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / –