Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Bonanza - Growth
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Bonanza - Growth
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%
3.68%
6 Months
6.72%
−1.81%
1 Year
6.72%
5.85%
3 Years
10.90%
8.65%
5 Years
9.13%
7.90%
Since Inception
19.57%
16.09%
Fund Age
12 yrs 9 mo
16 yrs 4 mo
AUM
₹2,994.73 Cr
₹22.08 Cr
Alpha – 1 Year
2.00%
6.20%
Alpha – 3 Years
−1.19%
−0.35%
Information Ratio – 3 Years
-0.24
0.11
Volatility – 1 Year
19.20%
17.32%
Volatility – 3 Years
15.82%
15.11%
Beta – 1 Year
1.05
0.79
Beta – 3 Years
0.99
0.87
Sharpe Ratio – 1 Year
0.16
0.10
Sharpe Ratio – 3 Years
0.40
0.36
Worst Rolling Year
-6.55%
0.88%
Value at Worst Rolling Year
₹0.93 Cr
₹1.01 Cr
Deepest Drawdown
−21.47%
−17.79%
Recovery Period
Not yet recovered
297 days
1-Year Rolling Windows Positive
96.49%
99.98%
Median Rolling Year
13.94%
18.31%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 22% · M 16% · S 47%
Number of Stocks
43
37
Portfolio P/E
33.53
45.09
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 · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
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%