Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Axis - Brand Equity PMS
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Axis - Brand Equity PMS
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%
2.39%
6 Months
6.72%
10.60%
1 Year
6.72%
2.51%
3 Years
10.90%
7.68%
5 Years
9.13%
9.38%
Since Inception
19.57%
10.51%
Fund Age
12 yrs 9 mo
9 yrs 6 mo
AUM
₹2,994.73 Cr
₹804.15 Cr
Alpha – 1 Year
2.00%
2.94%
Alpha – 3 Years
−1.19%
−0.89%
Information Ratio – 3 Years
-0.24
-0.08
Volatility – 1 Year
19.20%
21.76%
Volatility – 3 Years
15.82%
17.30%
Beta – 1 Year
1.05
1.23
Beta – 3 Years
0.99
1.08
Sharpe Ratio – 1 Year
0.16
-0.04
Sharpe Ratio – 3 Years
0.40
0.20
Worst Rolling Year
-6.55%
-3.22%
Value at Worst Rolling Year
₹0.93 Cr
₹0.97 Cr
Deepest Drawdown
−21.47%
−26.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
96.55%
Median Rolling Year
13.94%
12.69%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 26% · M 6% · S 61%
Number of Stocks
43
42
Portfolio P/E
33.53
35.23
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 · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%