Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
JM Financial - India Resurgent
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.44%
4.15%
6 Months
6.72%
18.21%
1 Year
6.72%
19.11%
3 Years
10.90%
23.58%
5 Years
9.13%
18.40%
Since Inception
19.57%
13.93%
Fund Age
12 yrs 9 mo
11 yrs 4 mo
AUM
₹2,994.73 Cr
₹13.37 Cr
Alpha – 1 Year
2.00%
16.13%
Alpha – 3 Years
−1.19%
11.69%
Information Ratio – 3 Years
-0.24
1.24
Volatility – 1 Year
19.20%
18.18%
Volatility – 3 Years
15.82%
17.99%
Beta – 1 Year
1.05
0.94
Beta – 3 Years
0.99
1.01
Sharpe Ratio – 1 Year
0.16
0.75
Sharpe Ratio – 3 Years
0.40
0.97
Worst Rolling Year
-6.55%
—
Value at Worst Rolling Year
₹0.93 Cr
—
Deepest Drawdown
−21.47%
−20.05%
Recovery Period
Not yet recovered
162 days
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 27% · M 15% · S 55%
Number of Stocks
43
32
Portfolio P/E
33.53
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 0%