Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Fractal Capital - Wealth Builder
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%
4.42%
6 Months
6.72%
4.79%
1 Year
6.72%
−0.59%
3 Years
10.90%
11.57%
5 Years
9.13%
13.86%
Since Inception
19.57%
15.96%
Fund Age
12 yrs 9 mo
5 yrs 5 mo
AUM
₹2,994.73 Cr
₹45.81 Cr
Alpha – 1 Year
2.00%
−5.31%
Alpha – 3 Years
−1.19%
−0.52%
Information Ratio – 3 Years
-0.24
-0.06
Volatility – 1 Year
19.20%
21.96%
Volatility – 3 Years
15.82%
17.35%
Beta – 1 Year
1.05
1.19
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
0.16
-0.16
Sharpe Ratio – 3 Years
0.40
0.42
Worst Rolling Year
-6.55%
10.84%
Value at Worst Rolling Year
₹0.93 Cr
₹1.11 Cr
Deepest Drawdown
−21.47%
−22.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
22.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 23% · M 4% · S 73%
Number of Stocks
43
16
Portfolio P/E
33.53
22.00
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%
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
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%
3% / 2% / 1%