Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
InCred Capital - Multicap PMS
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%
6.10%
6 Months
6.72%
8.11%
1 Year
6.72%
−2.73%
3 Years
10.90%
11.42%
5 Years
9.13%
12.09%
Since Inception
19.57%
13.75%
Fund Age
12 yrs 9 mo
5 yrs 5 mo
AUM
₹2,994.73 Cr
₹205.48 Cr
Alpha – 1 Year
2.00%
−5.71%
Alpha – 3 Years
−1.19%
−0.47%
Information Ratio – 3 Years
-0.24
-0.07
Volatility – 1 Year
19.20%
23.93%
Volatility – 3 Years
15.82%
22.69%
Beta – 1 Year
1.05
1.24
Beta – 3 Years
0.99
1.17
Sharpe Ratio – 1 Year
0.16
-0.23
Sharpe Ratio – 3 Years
0.40
0.35
Worst Rolling Year
-6.55%
11.05%
Value at Worst Rolling Year
₹0.93 Cr
₹1.11 Cr
Deepest Drawdown
−21.47%
−29.75%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
21.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 28% · M 36% · S 34%
Number of Stocks
43
29
Portfolio P/E
33.53
46.19
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 Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%