Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Motilal Oswal - NTDOP
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Motilal Oswal - NTDOP
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.44%
3.69%
6 Months
6.72%
8.66%
1 Year
6.72%
4.44%
3 Years
10.90%
14.48%
5 Years
9.13%
8.94%
Since Inception
19.57%
14.23%
Fund Age
12 yrs 9 mo
18 yrs 11 mo
AUM
₹2,994.73 Cr
₹4,562.38 Cr
Alpha – 1 Year
2.00%
1.46%
Alpha – 3 Years
−1.19%
2.60%
Information Ratio – 3 Years
-0.24
0.08
Volatility – 1 Year
19.20%
20.33%
Volatility – 3 Years
15.82%
19.22%
Beta – 1 Year
1.05
1.12
Beta – 3 Years
0.99
1.12
Sharpe Ratio – 1 Year
0.16
0.00
Sharpe Ratio – 3 Years
0.40
0.51
Worst Rolling Year
-6.55%
-6.78%
Value at Worst Rolling Year
₹0.93 Cr
₹0.93 Cr
Deepest Drawdown
−21.47%
−26.97%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
96.01%
Median Rolling Year
13.94%
15.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 16% · M 42% · S 38%
Number of Stocks
43
33
Portfolio P/E
33.53
40.71
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%
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
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%