Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.44%
2.33%
6 Months
6.72%
5.53%
1 Year
6.72%
9.60%
3 Years
10.90%
6.75%
5 Years
9.13%
7.07%
Since Inception
19.57%
13.02%
Fund Age
12 yrs 9 mo
14 yrs 9 mo
AUM
₹2,994.73 Cr
₹179.27 Cr
Alpha – 1 Year
2.00%
9.95%
Alpha – 3 Years
−1.19%
−2.25%
Information Ratio – 3 Years
-0.24
-0.39
Volatility – 1 Year
19.20%
17.14%
Volatility – 3 Years
15.82%
14.92%
Beta – 1 Year
1.05
1.04
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
0.16
0.31
Sharpe Ratio – 3 Years
0.40
0.15
Worst Rolling Year
-6.55%
-6.19%
Value at Worst Rolling Year
₹0.93 Cr
₹0.94 Cr
Deepest Drawdown
−21.47%
−21.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
95.53%
Median Rolling Year
13.94%
12.72%
5-Year Rolling Windows Positive
100.00%
99.15%
Market-Cap Mix
L 52% · M 7% · S 38%
L 69% · M 12% · S 15%
Number of Stocks
43
22
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%
ICICI Bank Ltd · 9.74%
Reliance Industries Ltd · 8.27%
Bharat Electronics Ltd · 6.87%
CG Power & Industrial Solutions Ltd · 5.96%
Maruti Suzuki India Ltd · 5.89%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—