Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Asit C Mehta - Ace Blue-chip
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Asit C Mehta - Ace Blue-chip
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.44%
−2.58%
6 Months
6.72%
1.87%
1 Year
6.72%
8.68%
3 Years
10.90%
16.60%
5 Years
9.13%
15.36%
Since Inception
19.57%
12.51%
Fund Age
12 yrs 9 mo
8 yrs 8 mo
AUM
₹2,994.73 Cr
₹4.55 Cr
Alpha – 1 Year
2.00%
3.96%
Alpha – 3 Years
−1.19%
4.51%
Information Ratio – 3 Years
-0.24
0.64
Volatility – 1 Year
19.20%
15.98%
Volatility – 3 Years
15.82%
15.76%
Beta – 1 Year
1.05
0.87
Beta – 3 Years
0.99
0.94
Sharpe Ratio – 1 Year
0.16
0.27
Sharpe Ratio – 3 Years
0.40
0.72
Worst Rolling Year
-6.55%
1.47%
Value at Worst Rolling Year
₹0.93 Cr
₹1.01 Cr
Deepest Drawdown
−21.47%
−17.84%
Recovery Period
Not yet recovered
136 days
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
19.72%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 68% · M 14% · S 12%
Number of Stocks
43
14
Portfolio P/E
33.53
31.16
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 · 15.72%
Ambuja Cements Ltd · 9.65%
Reliance Industries Ltd · 8.91%
Havells India Ltd · 8.83%
ICICI Bank Ltd · 7.45%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%