Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Motilal Oswal-Founders
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%
0.25%
6 Months
6.72%
15.19%
1 Year
6.72%
3.21%
3 Years
10.90%
19.65%
5 Years
9.13%
—
Since Inception
19.57%
25.09%
Fund Age
12 yrs 9 mo
3 yrs 5 mo
AUM
₹2,994.73 Cr
₹4,148.34 Cr
Alpha – 1 Year
2.00%
0.23%
Alpha – 3 Years
−1.19%
7.77%
Information Ratio – 3 Years
-0.24
0.62
Volatility – 1 Year
19.20%
21.54%
Volatility – 3 Years
15.82%
22.15%
Beta – 1 Year
1.05
1.06
Beta – 3 Years
0.99
1.15
Sharpe Ratio – 1 Year
0.16
-0.01
Sharpe Ratio – 3 Years
0.40
0.68
Worst Rolling Year
-6.55%
19.49%
Value at Worst Rolling Year
₹0.93 Cr
₹1.19 Cr
Deepest Drawdown
−21.47%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 7% · S 38%
L 26% · M 35% · S 37%
Number of Stocks
43
26
Portfolio P/E
33.53
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%