Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Care PMS - Large & Midcap Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.44%
−1.86%
6 Months
6.72%
0.50%
1 Year
6.72%
6.34%
3 Years
10.90%
19.74%
5 Years
9.13%
16.62%
Since Inception
19.57%
20.10%
Fund Age
12 yrs 9 mo
6 yrs 1 mo
AUM
₹2,994.73 Cr
₹56.91 Cr
Alpha – 1 Year
2.00%
1.64%
Alpha – 3 Years
−1.19%
7.64%
Information Ratio – 3 Years
-0.24
0.90
Volatility – 1 Year
19.20%
16.52%
Volatility – 3 Years
15.82%
17.18%
Beta – 1 Year
1.05
0.89
Beta – 3 Years
0.99
1.04
Sharpe Ratio – 1 Year
0.16
0.14
Sharpe Ratio – 3 Years
0.40
0.84
Worst Rolling Year
-6.55%
18.93%
Value at Worst Rolling Year
₹0.93 Cr
₹1.19 Cr
Deepest Drawdown
−21.47%
−18.72%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
25.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 59% · M 40%
Number of Stocks
43
20
Portfolio P/E
33.53
27.00
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%
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%