Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Anand Rathi Advisors - MNC PMS
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Anand Rathi Advisors - MNC PMS
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%
0.15%
6 Months
6.72%
9.28%
1 Year
6.72%
4.13%
3 Years
10.90%
7.71%
5 Years
9.13%
8.27%
Since Inception
19.57%
11.49%
Fund Age
12 yrs 9 mo
8 yrs 5 mo
AUM
₹2,994.73 Cr
₹123.55 Cr
Alpha – 1 Year
2.00%
−0.59%
Alpha – 3 Years
−1.19%
−4.38%
Information Ratio – 3 Years
-0.24
-0.33
Volatility – 1 Year
19.20%
21.50%
Volatility – 3 Years
15.82%
16.95%
Beta – 1 Year
1.05
1.12
Beta – 3 Years
0.99
0.97
Sharpe Ratio – 1 Year
0.16
-0.02
Sharpe Ratio – 3 Years
0.40
0.26
Worst Rolling Year
-6.55%
7.04%
Value at Worst Rolling Year
₹0.93 Cr
₹1.07 Cr
Deepest Drawdown
−21.47%
−24.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
15.95%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 29% · M 38% · S 31%
Number of Stocks
43
20
Portfolio P/E
33.53
49.58
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%
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
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%