Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Anand Rathi Advisors - Decennium Opportunity
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%
1.56%
6 Months
6.72%
11.47%
1 Year
6.72%
5.40%
3 Years
10.90%
7.77%
5 Years
9.13%
—
Since Inception
19.57%
9.99%
Fund Age
12 yrs 9 mo
4 yrs 9 mo
AUM
₹2,994.73 Cr
₹144.91 Cr
Alpha – 1 Year
2.00%
0.68%
Alpha – 3 Years
−1.19%
−4.32%
Information Ratio – 3 Years
-0.24
0.13
Volatility – 1 Year
19.20%
24.35%
Volatility – 3 Years
15.82%
20.17%
Beta – 1 Year
1.05
1.26
Beta – 3 Years
0.99
1.11
Sharpe Ratio – 1 Year
0.16
0.11
Sharpe Ratio – 3 Years
0.40
0.39
Worst Rolling Year
-6.55%
7.72%
Value at Worst Rolling Year
₹0.93 Cr
₹1.08 Cr
Deepest Drawdown
−21.47%
−31.10%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
12.92%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 7% · S 38%
L 33% · M 4% · S 58%
Number of Stocks
43
15
Portfolio P/E
33.53
50.52
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%
Craftsman Automation Ltd · 8.39%
Syrma SGS Technology Ltd · 8.34%
Polycab India Ltd · 7.32%
Venus Pipes & Tubes Ltd · 7.12%
Caplin Point Laboratories Ltd · 6.39%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
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%