Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Aequitas - India Opportunities Product
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Aequitas - India Opportunities Product
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.44%
5.66%
6 Months
6.72%
−5.56%
1 Year
6.72%
34.70%
3 Years
10.90%
27.41%
5 Years
9.13%
32.51%
Since Inception
19.57%
32.15%
Fund Age
12 yrs 9 mo
13 yrs 6 mo
AUM
₹2,994.73 Cr
₹2,318.72 Cr
Alpha – 1 Year
2.00%
35.05%
Alpha – 3 Years
−1.19%
18.41%
Information Ratio – 3 Years
-0.24
1.03
Volatility – 1 Year
19.20%
21.67%
Volatility – 3 Years
15.82%
15.53%
Beta – 1 Year
1.05
0.28
Beta – 3 Years
0.99
0.35
Sharpe Ratio – 1 Year
0.16
1.24
Sharpe Ratio – 3 Years
0.40
1.31
Worst Rolling Year
-6.55%
-17.36%
Value at Worst Rolling Year
₹0.93 Cr
₹0.83 Cr
Deepest Drawdown
−21.47%
−21.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
88.36%
Median Rolling Year
13.94%
37.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 4% · M 6% · S 13%
Number of Stocks
43
9
Portfolio P/E
33.53
14.68
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%
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Financial Services · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%