Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Invesco - Challengers
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%
1.41%
6 Months
6.72%
13.18%
1 Year
6.72%
2.91%
3 Years
10.90%
14.27%
5 Years
9.13%
—
Since Inception
19.57%
11.83%
Fund Age
12 yrs 9 mo
4 yrs 11 mo
AUM
₹2,994.73 Cr
₹31.01 Cr
Alpha – 1 Year
2.00%
−1.81%
Alpha – 3 Years
−1.19%
2.18%
Information Ratio – 3 Years
-0.24
0.24
Volatility – 1 Year
19.20%
18.67%
Volatility – 3 Years
15.82%
17.11%
Beta – 1 Year
1.05
0.97
Beta – 3 Years
0.99
0.95
Sharpe Ratio – 1 Year
0.16
-0.04
Sharpe Ratio – 3 Years
0.40
0.56
Worst Rolling Year
-6.55%
12.64%
Value at Worst Rolling Year
₹0.93 Cr
₹1.13 Cr
Deepest Drawdown
−21.47%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
17.60%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 52% · M 7% · S 38%
L 37% · M 30% · S 33%
Number of Stocks
43
26
Portfolio P/E
33.53
54.84
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 · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—