Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Axis - Core & Satellite 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%
0.11%
6 Months
6.72%
10.76%
1 Year
6.72%
8.14%
3 Years
10.90%
7.76%
5 Years
9.13%
10.03%
Since Inception
19.57%
11.69%
Fund Age
12 yrs 9 mo
6 yrs 8 mo
AUM
₹2,994.73 Cr
₹87.23 Cr
Alpha – 1 Year
2.00%
8.57%
Alpha – 3 Years
−1.19%
−0.81%
Information Ratio – 3 Years
-0.24
0.02
Volatility – 1 Year
19.20%
23.09%
Volatility – 3 Years
15.82%
18.26%
Beta – 1 Year
1.05
1.29
Beta – 3 Years
0.99
1.11
Sharpe Ratio – 1 Year
0.16
0.21
Sharpe Ratio – 3 Years
0.40
0.22
Worst Rolling Year
-6.55%
6.59%
Value at Worst Rolling Year
₹0.93 Cr
₹1.07 Cr
Deepest Drawdown
−21.47%
−25.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
13.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 19% · M 1% · S 70%
Number of Stocks
43
41
Portfolio P/E
33.53
25.23
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 · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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%