Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs ASK-IVP
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
ASK-IVP
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%
1.91%
6 Months
6.72%
−1.55%
1 Year
6.72%
2.26%
3 Years
10.90%
3.37%
5 Years
9.13%
4.66%
Since Inception
19.57%
9.07%
Fund Age
12 yrs 9 mo
6 yrs 8 mo
AUM
₹2,994.73 Cr
₹55.15 Cr
Alpha – 1 Year
2.00%
−0.72%
Alpha – 3 Years
−1.19%
−8.51%
Information Ratio – 3 Years
-0.24
-1.16
Volatility – 1 Year
19.20%
17.30%
Volatility – 3 Years
15.82%
16.20%
Beta – 1 Year
1.05
0.96
Beta – 3 Years
0.99
0.96
Sharpe Ratio – 1 Year
0.16
-0.10
Sharpe Ratio – 3 Years
0.40
-0.05
Worst Rolling Year
-6.55%
0.65%
Value at Worst Rolling Year
₹0.93 Cr
₹1.01 Cr
Deepest Drawdown
−21.47%
−23.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
99.70%
Median Rolling Year
13.94%
10.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 62% · M 31% · S 6%
Number of Stocks
43
26
Portfolio P/E
33.53
31.94
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%
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.33%
Infosys Ltd · 6.11%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.18%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Financial Services · 27.34%
Automobile and Auto Components · 16.15%
Capital Goods · 13.35%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%