Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs CREDENT AIM MULTI CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
CREDENT AIM MULTI CAP STRATEGY
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%
1.48%
6 Months
6.72%
11.85%
1 Year
6.72%
11.16%
3 Years
10.90%
13.35%
5 Years
9.13%
—
Since Inception
19.57%
21.99%
Fund Age
12 yrs 9 mo
3 yrs 5 mo
AUM
₹2,994.73 Cr
₹41.04 Cr
Alpha – 1 Year
2.00%
6.44%
Alpha – 3 Years
−1.19%
1.26%
Information Ratio – 3 Years
-0.24
0.11
Volatility – 1 Year
19.20%
21.97%
Volatility – 3 Years
15.82%
19.58%
Beta – 1 Year
1.05
1.20
Beta – 3 Years
0.99
1.06
Sharpe Ratio – 1 Year
0.16
0.35
Sharpe Ratio – 3 Years
0.40
0.47
Worst Rolling Year
-6.55%
13.36%
Value at Worst Rolling Year
₹0.93 Cr
₹1.13 Cr
Deepest Drawdown
−21.47%
−23.16%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
16.60%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 7% · S 38%
—
Number of Stocks
43
—
Portfolio P/E
33.53
—
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%
NGL Fine Chem Ltd · 9.61%
Cartrade Tech Ltd · 7.90%
GPT Healthcare Ltd · 6.59%
Multi Commodity Exchange of India Ltd · 6.17%
SBI Cards & Payment Services Ltd · 5.39%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
—
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%