Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
ATLAS - Midcap PMS Fund
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%
−0.22%
6 Months
6.72%
8.59%
1 Year
6.72%
1.40%
3 Years
10.90%
11.84%
5 Years
9.13%
6.21%
Since Inception
19.57%
7.85%
Fund Age
12 yrs 9 mo
5 yrs 3 mo
AUM
₹2,994.73 Cr
₹3.73 Cr
Alpha – 1 Year
2.00%
−3.32%
Alpha – 3 Years
−1.19%
−0.25%
Information Ratio – 3 Years
-0.24
0.11
Volatility – 1 Year
19.20%
23.13%
Volatility – 3 Years
15.82%
17.54%
Beta – 1 Year
1.05
1.25
Beta – 3 Years
0.99
0.97
Sharpe Ratio – 1 Year
0.16
-0.06
Sharpe Ratio – 3 Years
0.40
0.45
Worst Rolling Year
-6.55%
5.77%
Value at Worst Rolling Year
₹0.93 Cr
₹1.06 Cr
Deepest Drawdown
−21.47%
−23.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
12.08%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 3% · M 32% · S 59%
Number of Stocks
43
19
Portfolio P/E
33.53
26.66
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%
Godrej Industries Ltd · 10.94%
Steel Authority of India Ltd · 8.51%
EIH Ltd · 8.34%
ACC Ltd · 7.75%
Sagility Ltd · 5.94%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 0%