Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
MOAT - Special Opportunities Fund
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%
2.77%
6 Months
6.72%
8.02%
1 Year
6.72%
5.50%
3 Years
10.90%
7.60%
5 Years
9.13%
9.19%
Since Inception
19.57%
14.35%
Fund Age
12 yrs 9 mo
5 yrs 9 mo
AUM
₹2,994.73 Cr
₹11.85 Cr
Alpha – 1 Year
2.00%
0.78%
Alpha – 3 Years
−1.19%
−4.49%
Information Ratio – 3 Years
-0.24
-0.44
Volatility – 1 Year
19.20%
20.18%
Volatility – 3 Years
15.82%
17.74%
Beta – 1 Year
1.05
1.11
Beta – 3 Years
0.99
1.06
Sharpe Ratio – 1 Year
0.16
0.10
Sharpe Ratio – 3 Years
0.40
0.27
Worst Rolling Year
-6.55%
7.60%
Value at Worst Rolling Year
₹0.93 Cr
₹1.08 Cr
Deepest Drawdown
−21.47%
−24.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
14.22%
5-Year Rolling Windows Positive
100.00%
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%
Cash & Cash Equivalent · 9.14%
HDFC Bank Ltd · 7.48%
V I P Industries Ltd · 5.54%
Hindustan Unilever Ltd · 4.49%
Cummins India Ltd · 4.48%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%