Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Bay India Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Bay India Opportunities Portfolio
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%
2.14%
6 Months
6.72%
7.28%
1 Year
6.72%
−4.68%
3 Years
10.90%
6.16%
5 Years
9.13%
—
Since Inception
19.57%
11.66%
Fund Age
12 yrs 9 mo
3 yrs 7 mo
AUM
₹2,994.73 Cr
₹81.86 Cr
Alpha – 1 Year
2.00%
−4.33%
Alpha – 3 Years
−1.19%
−2.84%
Information Ratio – 3 Years
-0.24
-0.28
Volatility – 1 Year
19.20%
18.83%
Volatility – 3 Years
15.82%
15.47%
Beta – 1 Year
1.05
1.02
Beta – 3 Years
0.99
0.86
Sharpe Ratio – 1 Year
0.16
-0.44
Sharpe Ratio – 3 Years
0.40
0.12
Worst Rolling Year
-6.55%
6.16%
Value at Worst Rolling Year
₹0.93 Cr
₹1.06 Cr
Deepest Drawdown
−21.47%
−24.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
8.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 7% · S 38%
L 11% · M 21% · S 66%
Number of Stocks
43
25
Portfolio P/E
33.53
24.93
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%
—
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0.5%