Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Asit C Mehta - Ace Multicap
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Asit C Mehta - Ace Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.44%
0.87%
6 Months
6.72%
10.71%
1 Year
6.72%
14.18%
3 Years
10.90%
22.17%
5 Years
9.13%
23.46%
Since Inception
19.57%
19.11%
Fund Age
12 yrs 9 mo
8 yrs
AUM
₹2,994.73 Cr
₹120.99 Cr
Alpha – 1 Year
2.00%
9.46%
Alpha – 3 Years
−1.19%
10.08%
Information Ratio – 3 Years
-0.24
0.87
Volatility – 1 Year
19.20%
18.02%
Volatility – 3 Years
15.82%
20.69%
Beta – 1 Year
1.05
1.00
Beta – 3 Years
0.99
1.12
Sharpe Ratio – 1 Year
0.16
0.53
Sharpe Ratio – 3 Years
0.40
0.83
Worst Rolling Year
-6.55%
9.94%
Value at Worst Rolling Year
₹0.93 Cr
₹1.10 Cr
Deepest Drawdown
−21.47%
−25.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
32.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 20% · M 23% · S 47%
Number of Stocks
43
19
Portfolio P/E
33.53
29.90
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 · 14.64%
Piramal Pharma Ltd · 6.93%
Reliance Industries Ltd · 6.83%
Havells India Ltd · 5.96%
Quess Corp Ltd · 5.31%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
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%