Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Abans Investment - Smart Beta Portfolio
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Abans Investment - Smart Beta Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.44%
5.82%
6 Months
6.72%
7.57%
1 Year
6.72%
24.83%
3 Years
10.90%
11.31%
5 Years
9.13%
11.03%
Since Inception
19.57%
14.72%
Fund Age
12 yrs 9 mo
7 yrs 4 mo
AUM
₹2,994.73 Cr
₹2.98 Cr
Alpha – 1 Year
2.00%
20.11%
Alpha – 3 Years
−1.19%
−0.77%
Information Ratio – 3 Years
-0.24
-0.21
Volatility – 1 Year
19.20%
23.09%
Volatility – 3 Years
15.82%
22.29%
Beta – 1 Year
1.05
1.17
Beta – 3 Years
0.99
1.15
Sharpe Ratio – 1 Year
0.16
0.85
Sharpe Ratio – 3 Years
0.40
0.40
Worst Rolling Year
-6.55%
5.08%
Value at Worst Rolling Year
₹0.93 Cr
₹1.05 Cr
Deepest Drawdown
−21.47%
−34.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
17.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
M 99%
Number of Stocks
43
10
Portfolio P/E
33.53
24.78
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Cash & Cash Equivalent · 5.27%
Bharti Airtel Ltd · 5.16%
Indus Towers Ltd · 5.12%
Tata Motors Ltd · 3.93%
National Aluminium Company Ltd · 10.44%
Aditya Birla Capital Ltd · 10.26%
Indian Bank · 10.17%
Glenmark Pharmaceuticals Ltd · 10.05%
Bharat Heavy Electricals Ltd · 10.04%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
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% / 0%