Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Invesco - Rise
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Invesco - Rise
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.44%
5.01%
6 Months
6.72%
8.17%
1 Year
6.72%
19.57%
3 Years
10.90%
18.20%
5 Years
9.13%
15.63%
Since Inception
19.57%
14.42%
Fund Age
12 yrs 9 mo
10 yrs 4 mo
AUM
₹2,994.73 Cr
₹337.5 Cr
Alpha – 1 Year
2.00%
14.85%
Alpha – 3 Years
−1.19%
6.11%
Information Ratio – 3 Years
-0.24
0.93
Volatility – 1 Year
19.20%
14.72%
Volatility – 3 Years
15.82%
15.36%
Beta – 1 Year
1.05
0.78
Beta – 3 Years
0.99
0.92
Sharpe Ratio – 1 Year
0.16
0.93
Sharpe Ratio – 3 Years
0.40
0.83
Worst Rolling Year
-6.55%
-10.21%
Value at Worst Rolling Year
₹0.93 Cr
₹0.90 Cr
Deepest Drawdown
−21.47%
−21.92%
Recovery Period
Not yet recovered
231 days
1-Year Rolling Windows Positive
96.49%
88.56%
Median Rolling Year
13.94%
16.73%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 49% · M 27% · S 21%
Number of Stocks
43
23
Portfolio P/E
33.53
50.96
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 · 7.42%
Eternal Ltd · 7.19%
Multi Commodity Exchange of India Ltd · 6.79%
Cash & Cash Equivalent · 6.57%
Sedemac Mechatronics Ltd · 5.60%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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