Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.44%
2.00%
6 Months
6.72%
4.51%
1 Year
6.72%
15.12%
3 Years
10.90%
22.90%
5 Years
9.13%
—
Since Inception
19.57%
24.96%
Fund Age
12 yrs 9 mo
4 yrs 7 mo
AUM
₹2,994.73 Cr
₹136 Cr
Alpha – 1 Year
2.00%
10.40%
Alpha – 3 Years
−1.19%
10.82%
Information Ratio – 3 Years
-0.24
1.17
Volatility – 1 Year
19.20%
19.24%
Volatility – 3 Years
15.82%
20.81%
Beta – 1 Year
1.05
1.07
Beta – 3 Years
0.99
1.25
Sharpe Ratio – 1 Year
0.16
0.55
Sharpe Ratio – 3 Years
0.40
0.85
Worst Rolling Year
-6.55%
21.90%
Value at Worst Rolling Year
₹0.93 Cr
₹1.22 Cr
Deepest Drawdown
−21.47%
−25.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
31.91%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 7% · S 38%
L 53% · M 22% · S 20%
Number of Stocks
43
18
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%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%