Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Badjate Multicap Fund
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Badjate Multicap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.44%
0.08%
6 Months
6.72%
9.62%
1 Year
6.72%
2.22%
3 Years
10.90%
18.64%
5 Years
9.13%
16.68%
Since Inception
19.57%
18.59%
Fund Age
12 yrs 9 mo
5 yrs
AUM
₹2,994.73 Cr
₹159.01 Cr
Alpha – 1 Year
2.00%
−0.76%
Alpha – 3 Years
−1.19%
6.74%
Information Ratio – 3 Years
-0.24
0.40
Volatility – 1 Year
19.20%
25.41%
Volatility – 3 Years
15.82%
25.71%
Beta – 1 Year
1.05
1.32
Beta – 3 Years
0.99
1.31
Sharpe Ratio – 1 Year
0.16
-0.02
Sharpe Ratio – 3 Years
0.40
0.58
Worst Rolling Year
-6.55%
17.76%
Value at Worst Rolling Year
₹0.93 Cr
₹1.18 Cr
Deepest Drawdown
−21.47%
−32.80%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
28.84%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 7% · M 14% · S 74%
Number of Stocks
43
95
Portfolio P/E
33.53
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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%
Multi Commodity Exchange of India Ltd · 4.59%
Nuvama Wealth Management Ltd · 4.46%
Tanfac Industries Ltd · 4.23%
Garden Reach Shipbuilders & Engineers Ltd · 4.10%
Southern Petrochemicals Industries Corporation Ltd · 3.59%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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