Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Centrum PMS - Deep Value IV
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Centrum PMS - Deep Value IV
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%
1.10%
6 Months
6.72%
9.66%
1 Year
6.72%
−3.09%
3 Years
10.90%
6.08%
5 Years
9.13%
7.39%
Since Inception
19.57%
14.00%
Fund Age
12 yrs 9 mo
10 yrs 8 mo
AUM
₹2,994.73 Cr
₹23.99 Cr
Alpha – 1 Year
2.00%
−7.81%
Alpha – 3 Years
−1.19%
−6.01%
Information Ratio – 3 Years
-0.24
-0.36
Volatility – 1 Year
19.20%
26.88%
Volatility – 3 Years
15.82%
21.87%
Beta – 1 Year
1.05
1.39
Beta – 3 Years
0.99
1.17
Sharpe Ratio – 1 Year
0.16
-0.19
Sharpe Ratio – 3 Years
0.40
0.19
Worst Rolling Year
-6.55%
-6.71%
Value at Worst Rolling Year
₹0.93 Cr
₹0.93 Cr
Deepest Drawdown
−21.47%
−35.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
97.09%
Median Rolling Year
13.94%
15.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 2% · M 15% · S 82%
Number of Stocks
43
25
Portfolio P/E
33.53
44.86
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%
Time Technoplast Ltd · 6.49%
Anant Raj Ltd · 6.05%
Vishnu Chemicals Ltd · 5.91%
Cash & Cash Equivalent · 5.48%
Gokaldas Exports Ltd · 5.10%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Capital Goods · 16.55%
Realty · 10.96%
Textiles · 10.90%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%