Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Axis - Emerging Stars Portfolio
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Axis - Emerging Stars Portfolio
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%
−1.88%
6 Months
6.72%
17.49%
1 Year
6.72%
9.72%
3 Years
10.90%
—
5 Years
9.13%
—
Since Inception
19.57%
6.83%
Fund Age
12 yrs 9 mo
2 yrs 3 mo
AUM
₹2,994.73 Cr
₹104.19 Cr
Alpha – 1 Year
2.00%
6.74%
Alpha – 3 Years
−1.19%
—
Information Ratio – 3 Years
-0.24
—
Volatility – 1 Year
19.20%
24.22%
Volatility – 3 Years
15.82%
—
Beta – 1 Year
1.05
1.13
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
0.16
0.27
Sharpe Ratio – 3 Years
0.40
—
Worst Rolling Year
-6.55%
—
Value at Worst Rolling Year
₹0.93 Cr
—
Deepest Drawdown
−21.47%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
—
Median Rolling Year
13.94%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 7% · S 38%
L 3% · M 1% · S 92%
Number of Stocks
43
45
Portfolio P/E
33.53
29.66
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%
EPL Ltd · 4.78%
Welspun Corp Ltd · 3.89%
Cartrade Tech Ltd · 3.77%
Cash & Cash Equivalent · 3.69%
Senco Gold Ltd · 3.65%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%