Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Maximal Income Fund
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Maximal Income Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.44%
1.24%
6 Months
6.72%
7.09%
1 Year
6.72%
17.57%
3 Years
10.90%
20.39%
5 Years
9.13%
—
Since Inception
19.57%
19.75%
Fund Age
12 yrs 9 mo
4 yrs 2 mo
AUM
₹2,994.73 Cr
₹49.8 Cr
Alpha – 1 Year
2.00%
16.32%
Alpha – 3 Years
−1.19%
14.92%
Information Ratio – 3 Years
-0.24
1.66
Volatility – 1 Year
19.20%
7.36%
Volatility – 3 Years
15.82%
8.69%
Beta – 1 Year
1.05
1.50
Beta – 3 Years
0.99
0.91
Sharpe Ratio – 1 Year
0.16
1.55
Sharpe Ratio – 3 Years
0.40
1.63
Worst Rolling Year
-6.55%
18.51%
Value at Worst Rolling Year
₹0.93 Cr
₹1.19 Cr
Deepest Drawdown
−21.47%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
21.68%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 7% · S 38%
—
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%
—
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 15%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%