Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.44%
3.74%
6 Months
6.72%
1.17%
1 Year
6.72%
15.87%
3 Years
10.90%
19.02%
5 Years
9.13%
—
Since Inception
19.57%
16.58%
Fund Age
12 yrs 9 mo
4 yrs 5 mo
AUM
₹2,994.73 Cr
₹72.15 Cr
Alpha – 1 Year
2.00%
8.33%
Alpha – 3 Years
−1.19%
7.76%
Information Ratio – 3 Years
-0.24
—
Volatility – 1 Year
19.20%
18.13%
Volatility – 3 Years
15.82%
18.07%
Beta – 1 Year
1.05
1.41
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
0.16
0.61
Sharpe Ratio – 3 Years
0.40
0.77
Worst Rolling Year
-6.55%
15.14%
Value at Worst Rolling Year
₹0.93 Cr
₹1.15 Cr
Deepest Drawdown
−21.47%
−22.14%
Recovery Period
Not yet recovered
301 days
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
21.99%
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
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%