Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
6.72%
2.04%
1 Year
6.72%
13.04%
3 Years
10.90%
15.74%
5 Years
9.13%
14.15%
Since Inception
19.57%
15.13%
Fund Age
12 yrs 9 mo
14 yrs 1 mo
AUM
₹2,994.73 Cr
₹850.7 Cr
Alpha – 1 Year
2.00%
13.39%
Alpha – 3 Years
−1.19%
6.74%
Information Ratio – 3 Years
-0.24
1.02
Volatility – 1 Year
19.20%
18.01%
Volatility – 3 Years
15.82%
15.42%
Beta – 1 Year
1.05
1.04
Beta – 3 Years
0.99
0.99
Sharpe Ratio – 1 Year
0.16
0.48
Sharpe Ratio – 3 Years
0.40
0.76
Worst Rolling Year
-6.55%
-19.06%
Value at Worst Rolling Year
₹0.93 Cr
₹0.81 Cr
Deepest Drawdown
−21.47%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
96.49%
83.40%
Median Rolling Year
13.94%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
L 52% · M 7% · S 38%
L 53% · M 28% · S 13%
Number of Stocks
43
—
Portfolio P/E
33.53
—
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
—
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%