Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Anand Rathi Advisors - Impress PMS
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Anand Rathi Advisors - Impress PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.44%
4.97%
6 Months
6.72%
23.68%
1 Year
6.72%
18.36%
3 Years
10.90%
19.56%
5 Years
9.13%
16.83%
Since Inception
19.57%
14.91%
Fund Age
12 yrs 9 mo
9 yrs 3 mo
AUM
₹2,994.73 Cr
₹884.23 Cr
Alpha – 1 Year
2.00%
13.64%
Alpha – 3 Years
−1.19%
7.47%
Information Ratio – 3 Years
-0.24
0.73
Volatility – 1 Year
19.20%
27.03%
Volatility – 3 Years
15.82%
23.64%
Beta – 1 Year
1.05
1.39
Beta – 3 Years
0.99
1.25
Sharpe Ratio – 1 Year
0.16
0.55
Sharpe Ratio – 3 Years
0.40
0.71
Worst Rolling Year
-6.55%
-7.52%
Value at Worst Rolling Year
₹0.93 Cr
₹0.92 Cr
Deepest Drawdown
−21.47%
−24.68%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
96.49%
91.90%
Median Rolling Year
13.94%
22.43%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 14% · M 23% · S 57%
Number of Stocks
43
18
Portfolio P/E
33.53
42.38
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 · 9.65%
Radico Khaitan Ltd · 7.68%
Cemindia Projects Ltd · 7.40%
KEI Industries Ltd · 6.56%
Cholamandalam Investment & Finance Company Ltd · 6.37%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
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%