Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Alphaa Better Risk Reward 30 stocks
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Alphaa Better Risk Reward 30 stocks
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.44%
−1.54%
6 Months
6.72%
−5.38%
1 Year
6.72%
−6.70%
3 Years
10.90%
7.98%
5 Years
9.13%
—
Since Inception
19.57%
7.98%
Fund Age
12 yrs 9 mo
2 yrs 11 mo
AUM
₹2,994.73 Cr
₹7.31 Cr
Alpha – 1 Year
2.00%
−6.35%
Alpha – 3 Years
−1.19%
−1.02%
Information Ratio – 3 Years
-0.24
-0.08
Volatility – 1 Year
19.20%
17.44%
Volatility – 3 Years
15.82%
15.65%
Beta – 1 Year
1.05
1.08
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
0.16
-0.61
Sharpe Ratio – 3 Years
0.40
0.22
Worst Rolling Year
-6.55%
—
Value at Worst Rolling Year
₹0.93 Cr
—
Deepest Drawdown
−21.47%
−21.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
—
Median Rolling Year
13.94%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 7% · S 38%
L 61% · M 26% · S 9%
Number of Stocks
43
66
Portfolio P/E
33.53
27.03
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%
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1.5% / 0% / 0%