Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Concept Investwell - Dynamic
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Concept Investwell - Dynamic
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%
5.38%
6 Months
6.72%
7.13%
1 Year
6.72%
11.04%
3 Years
10.90%
7.66%
5 Years
9.13%
8.70%
Since Inception
19.57%
14.13%
Fund Age
12 yrs 9 mo
6 yrs 10 mo
AUM
₹2,994.73 Cr
₹3.45 Cr
Alpha – 1 Year
2.00%
8.06%
Alpha – 3 Years
−1.19%
−4.24%
Information Ratio – 3 Years
-0.24
-0.53
Volatility – 1 Year
19.20%
15.44%
Volatility – 3 Years
15.82%
15.96%
Beta – 1 Year
1.05
0.84
Beta – 3 Years
0.99
0.91
Sharpe Ratio – 1 Year
0.16
0.40
Sharpe Ratio – 3 Years
0.40
0.20
Worst Rolling Year
-6.55%
3.12%
Value at Worst Rolling Year
₹0.93 Cr
₹1.03 Cr
Deepest Drawdown
−21.47%
−27.30%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
14.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 64% · M 36%
Number of Stocks
43
23
Portfolio P/E
33.53
34.11
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%
Bajaj Holdings & Investment Ltd · 6.60%
Mirae Asset Nifty 50 ETF · 6.20%
Persistent Systems Ltd · 5.25%
Bharti Airtel Ltd · 5.20%
Mahindra & Mahindra Ltd · 5.00%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Financial Services · 34.11%
Automobile and Auto Components · 12.44%
Information Technology · 10.77%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%