Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
IFM Largecap Fund
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%
−0.16%
6 Months
6.72%
−3.46%
1 Year
6.72%
−0.34%
3 Years
10.90%
—
5 Years
9.13%
—
Since Inception
19.57%
−3.49%
Fund Age
12 yrs 9 mo
14 mo
AUM
₹2,994.73 Cr
₹116.7 Cr
Alpha – 1 Year
2.00%
0.01%
Alpha – 3 Years
−1.19%
—
Information Ratio – 3 Years
-0.24
—
Volatility – 1 Year
19.20%
17.33%
Volatility – 3 Years
15.82%
—
Beta – 1 Year
1.05
1.08
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
0.16
-0.24
Sharpe Ratio – 3 Years
0.40
—
Worst Rolling Year
-6.55%
—
Value at Worst Rolling Year
₹0.93 Cr
—
Deepest Drawdown
−21.47%
−16.91%
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 83% · M 6% · S 9%
Number of Stocks
43
26
Portfolio P/E
33.53
24.23
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 · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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