Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Lakewater Advisors - India Growth
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%
−5.12%
6 Months
6.72%
10.94%
1 Year
6.72%
14.16%
3 Years
10.90%
7.74%
5 Years
9.13%
3.22%
Since Inception
19.57%
10.15%
Fund Age
12 yrs 9 mo
7 yrs 2 mo
AUM
₹2,994.73 Cr
₹34.95 Cr
Alpha – 1 Year
2.00%
14.51%
Alpha – 3 Years
−1.19%
−1.26%
Information Ratio – 3 Years
-0.24
-0.10
Volatility – 1 Year
19.20%
25.75%
Volatility – 3 Years
15.82%
17.58%
Beta – 1 Year
1.05
1.43
Beta – 3 Years
0.99
1.06
Sharpe Ratio – 1 Year
0.16
0.43
Sharpe Ratio – 3 Years
0.40
0.21
Worst Rolling Year
-6.55%
-2.37%
Value at Worst Rolling Year
₹0.93 Cr
₹0.98 Cr
Deepest Drawdown
−21.47%
−19.75%
Recovery Period
Not yet recovered
57 days
1-Year Rolling Windows Positive
96.49%
96.22%
Median Rolling Year
13.94%
9.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 41% · M 32% · S 26%
Number of Stocks
43
19
Portfolio P/E
33.53
40.21
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%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%