Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Equentis Multi-Cap Portfolio
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Equentis Multi-Cap Portfolio
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%
1.89%
6 Months
6.72%
6.49%
1 Year
6.72%
7.74%
3 Years
10.90%
—
5 Years
9.13%
—
Since Inception
19.57%
3.50%
Fund Age
12 yrs 9 mo
18 mo
AUM
₹2,994.73 Cr
₹90.44 Cr
Alpha – 1 Year
2.00%
8.09%
Alpha – 3 Years
−1.19%
—
Information Ratio – 3 Years
-0.24
—
Volatility – 1 Year
19.20%
16.04%
Volatility – 3 Years
15.82%
—
Beta – 1 Year
1.05
0.97
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
0.16
0.21
Sharpe Ratio – 3 Years
0.40
—
Worst Rolling Year
-6.55%
—
Value at Worst Rolling Year
₹0.93 Cr
—
Deepest Drawdown
−21.47%
−13.86%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
—
Median Rolling Year
13.94%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 7% · S 38%
L 40% · M 23% · S 27%
Number of Stocks
43
110
Portfolio P/E
33.53
36.94
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%
Cash & Cash Equivalent · 7.82%
State Bank of India · 3.75%
ICICI Bank Ltd · 3.24%
SBI Funds Management Ltd · 3.19%
Nippon India ETF Nifty PSU Bank BeES · 3.14%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Financial Services · 32.15%
Healthcare · 9.55%
Consumer Services · 8.50%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%