Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Aditya Birla Sun Life (ABSL) - Innovation
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Aditya Birla Sun Life (ABSL) - Innovation
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%
−2.26%
6 Months
6.72%
2.99%
1 Year
6.72%
−3.69%
3 Years
10.90%
10.02%
5 Years
9.13%
11.07%
Since Inception
19.57%
15.34%
Fund Age
12 yrs 9 mo
8 yrs 4 mo
AUM
₹2,994.73 Cr
₹143.52 Cr
Alpha – 1 Year
2.00%
−8.41%
Alpha – 3 Years
−1.19%
−2.07%
Information Ratio – 3 Years
-0.24
-0.34
Volatility – 1 Year
19.20%
19.13%
Volatility – 3 Years
15.82%
16.08%
Beta – 1 Year
1.05
1.05
Beta – 3 Years
0.99
0.98
Sharpe Ratio – 1 Year
0.16
-0.38
Sharpe Ratio – 3 Years
0.40
0.35
Worst Rolling Year
-6.55%
10.02%
Value at Worst Rolling Year
₹0.93 Cr
₹1.10 Cr
Deepest Drawdown
−21.47%
−22.11%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
21.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 50% · M 21% · S 27%
Number of Stocks
43
30
Portfolio P/E
33.53
35.28
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%
Bharti Airtel Ltd · 9.09%
ICICI Bank Ltd · 8.91%
Persistent Systems Ltd · 7.82%
Trent Ltd · 6.92%
Fiem Industries Ltd · 5.76%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Financial Services · 28.99%
Information Technology · 12.38%
Telecommunication · 9.09%
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%