Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Ambit Investment Advisors - Coffee Can
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Ambit Investment Advisors - Coffee Can
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.44%
1.07%
6 Months
6.72%
0.22%
1 Year
6.72%
−0.22%
3 Years
10.90%
10.30%
5 Years
9.13%
7.32%
Since Inception
19.57%
13.09%
Fund Age
12 yrs 9 mo
9 yrs 5 mo
AUM
₹2,994.73 Cr
₹1,137.66 Cr
Alpha – 1 Year
2.00%
0.13%
Alpha – 3 Years
−1.19%
1.30%
Information Ratio – 3 Years
-0.24
0.24
Volatility – 1 Year
19.20%
15.66%
Volatility – 3 Years
15.82%
13.99%
Beta – 1 Year
1.05
0.91
Beta – 3 Years
0.99
0.93
Sharpe Ratio – 1 Year
0.16
-0.28
Sharpe Ratio – 3 Years
0.40
0.40
Worst Rolling Year
-6.55%
-24.48%
Value at Worst Rolling Year
₹0.93 Cr
₹0.76 Cr
Deepest Drawdown
−21.47%
−68.16%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
96.49%
99.28%
Median Rolling Year
13.94%
13.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 67% · M 13% · S 12%
Number of Stocks
43
25
Portfolio P/E
33.53
36.65
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 · 10.00%
HDFC Bank Ltd · 9.00%
Eicher Motors Ltd · 7.00%
Eternal Ltd · 7.00%
Bharti Airtel Ltd · 6.00%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
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%