Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Alchemy - Ascent
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Alchemy - Ascent
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%
4.39%
6 Months
6.72%
8.65%
1 Year
6.72%
14.07%
3 Years
10.90%
8.50%
5 Years
9.13%
7.26%
Since Inception
19.57%
13.68%
Fund Age
12 yrs 9 mo
6 yrs 11 mo
AUM
₹2,994.73 Cr
₹234.24 Cr
Alpha – 1 Year
2.00%
9.35%
Alpha – 3 Years
−1.19%
−3.59%
Information Ratio – 3 Years
-0.24
-0.32
Volatility – 1 Year
19.20%
17.05%
Volatility – 3 Years
15.82%
19.82%
Beta – 1 Year
1.05
0.90
Beta – 3 Years
0.99
1.09
Sharpe Ratio – 1 Year
0.16
0.55
Sharpe Ratio – 3 Years
0.40
0.25
Worst Rolling Year
-6.55%
4.86%
Value at Worst Rolling Year
₹0.93 Cr
₹1.05 Cr
Deepest Drawdown
−21.47%
−34.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
16.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 25% · M 33% · S 39%
Number of Stocks
43
70
Portfolio P/E
33.53
29.14
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%
Eicher Motors Ltd · 5.45%
Apar Industries Ltd · 5.43%
Glenmark Pharmaceuticals Ltd · 4.49%
CCL Products (India) Ltd · 4.47%
SPR Auto Technologies Ltd · 4.30%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%