Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Bonanza - Edge
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%
4.43%
6 Months
6.72%
22.24%
1 Year
6.72%
21.33%
3 Years
10.90%
15.83%
5 Years
9.13%
20.63%
Since Inception
19.57%
19.53%
Fund Age
12 yrs 9 mo
11 yrs
AUM
₹2,994.73 Cr
₹101.92 Cr
Alpha – 1 Year
2.00%
21.68%
Alpha – 3 Years
−1.19%
6.83%
Information Ratio – 3 Years
-0.24
0.61
Volatility – 1 Year
19.20%
21.87%
Volatility – 3 Years
15.82%
21.68%
Beta – 1 Year
1.05
1.10
Beta – 3 Years
0.99
1.12
Sharpe Ratio – 1 Year
0.16
0.75
Sharpe Ratio – 3 Years
0.40
0.65
Worst Rolling Year
-6.55%
-17.09%
Value at Worst Rolling Year
₹0.93 Cr
₹0.83 Cr
Deepest Drawdown
−21.47%
−27.12%
Recovery Period
Not yet recovered
148 days
1-Year Rolling Windows Positive
96.49%
79.34%
Median Rolling Year
13.94%
24.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 15% · M 12% · S 59%
Number of Stocks
43
65
Portfolio P/E
33.53
51.62
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%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
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%