Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.44%
4.17%
6 Months
6.72%
19.62%
1 Year
6.72%
12.19%
3 Years
10.90%
23.51%
5 Years
9.13%
13.96%
Since Inception
19.57%
23.13%
Fund Age
12 yrs 9 mo
6 yrs 7 mo
AUM
₹2,994.73 Cr
₹2,332.81 Cr
Alpha – 1 Year
2.00%
9.21%
Alpha – 3 Years
−1.19%
11.63%
Information Ratio – 3 Years
-0.24
0.83
Volatility – 1 Year
19.20%
26.11%
Volatility – 3 Years
15.82%
21.82%
Beta – 1 Year
1.05
1.32
Beta – 3 Years
0.99
1.14
Sharpe Ratio – 1 Year
0.16
0.33
Sharpe Ratio – 3 Years
0.40
0.83
Worst Rolling Year
-6.55%
12.50%
Value at Worst Rolling Year
₹0.93 Cr
₹1.13 Cr
Deepest Drawdown
−21.47%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 14% · M 33% · S 52%
Number of Stocks
43
33
Portfolio P/E
33.53
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%