Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Aurum Multiplier Portfolio
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Aurum Multiplier Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.44%
3.22%
6 Months
6.72%
21.55%
1 Year
6.72%
12.76%
3 Years
10.90%
17.77%
5 Years
9.13%
17.56%
Since Inception
19.57%
17.72%
Fund Age
12 yrs 9 mo
6 yrs 8 mo
AUM
₹2,994.73 Cr
₹42.03 Cr
Alpha – 1 Year
2.00%
8.04%
Alpha – 3 Years
−1.19%
5.68%
Information Ratio – 3 Years
-0.24
0.47
Volatility – 1 Year
19.20%
28.82%
Volatility – 3 Years
15.82%
20.90%
Beta – 1 Year
1.05
1.51
Beta – 3 Years
0.99
1.13
Sharpe Ratio – 1 Year
0.16
0.37
Sharpe Ratio – 3 Years
0.40
0.64
Worst Rolling Year
-6.55%
11.09%
Value at Worst Rolling Year
₹0.93 Cr
₹1.11 Cr
Deepest Drawdown
−21.47%
−23.45%
Recovery Period
Not yet recovered
91 days
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
21.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
—
Number of Stocks
43
—
Portfolio P/E
33.53
—
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%
Greaves Cotton Ltd · 0.00%
Welspun Corp Ltd · 0.00%
S J S Enterprises Ltd · 0.00%
Star Health & Allied Insurance Company Ltd · 0.00%
Welspun Corp Ltd · 0.00%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
—
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%