Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
ATLAS - Multicap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.44%
3.76%
6 Months
6.72%
11.66%
1 Year
6.72%
12.54%
3 Years
10.90%
11.42%
5 Years
9.13%
—
Since Inception
19.57%
6.78%
Fund Age
12 yrs 9 mo
4 yrs 10 mo
AUM
₹2,994.73 Cr
₹2.34 Cr
Alpha – 1 Year
2.00%
7.82%
Alpha – 3 Years
−1.19%
−0.67%
Information Ratio – 3 Years
-0.24
-0.04
Volatility – 1 Year
19.20%
21.44%
Volatility – 3 Years
15.82%
14.93%
Beta – 1 Year
1.05
1.05
Beta – 3 Years
0.99
0.81
Sharpe Ratio – 1 Year
0.16
0.41
Sharpe Ratio – 3 Years
0.40
0.50
Worst Rolling Year
-6.55%
3.84%
Value at Worst Rolling Year
₹0.93 Cr
₹1.04 Cr
Deepest Drawdown
−21.47%
−16.40%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
9.56%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 7% · S 38%
L 46% · M 22% · S 27%
Number of Stocks
43
19
Portfolio P/E
33.53
29.80
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%
HFCL Ltd · 9.71%
Hindalco Industries Ltd · 9.12%
Steel Authority of India Ltd · 9.08%
ACC Ltd · 7.97%
Mahindra & Mahindra Ltd · 7.90%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
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%