Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.44%
0.97%
6 Months
6.72%
6.33%
1 Year
6.72%
−0.99%
3 Years
10.90%
6.26%
5 Years
9.13%
6.47%
Since Inception
19.57%
5.18%
Fund Age
12 yrs 9 mo
19 yrs 5 mo
AUM
₹2,994.73 Cr
₹95.89 Cr
Alpha – 1 Year
2.00%
2.51%
Alpha – 3 Years
−1.19%
−2.73%
Information Ratio – 3 Years
-0.24
-0.10
Volatility – 1 Year
19.20%
20.93%
Volatility – 3 Years
15.82%
17.77%
Beta – 1 Year
1.05
1.14
Beta – 3 Years
0.99
1.05
Sharpe Ratio – 1 Year
0.16
-0.20
Sharpe Ratio – 3 Years
0.40
0.23
Worst Rolling Year
-6.55%
-21.50%
Value at Worst Rolling Year
₹0.93 Cr
₹0.79 Cr
Deepest Drawdown
−21.47%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
74.63%
Median Rolling Year
13.94%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
L 52% · M 7% · S 38%
L 77% · M 12% · S 11%
Number of Stocks
43
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%