Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs MRG Capital - Wealth Maximizer
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
MRG Capital - Wealth Maximizer
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.44%
−0.03%
6 Months
6.72%
1.95%
1 Year
6.72%
9.19%
3 Years
10.90%
16.93%
5 Years
9.13%
11.74%
Since Inception
19.57%
12.55%
Fund Age
12 yrs 9 mo
7 yrs 3 mo
AUM
₹2,994.73 Cr
₹17.39 Cr
Alpha – 1 Year
2.00%
9.54%
Alpha – 3 Years
−1.19%
7.93%
Information Ratio – 3 Years
-0.24
0.83
Volatility – 1 Year
19.20%
16.46%
Volatility – 3 Years
15.82%
13.48%
Beta – 1 Year
1.05
0.82
Beta – 3 Years
0.99
0.74
Sharpe Ratio – 1 Year
0.16
0.29
Sharpe Ratio – 3 Years
0.40
0.84
Worst Rolling Year
-6.55%
3.01%
Value at Worst Rolling Year
₹0.93 Cr
₹1.03 Cr
Deepest Drawdown
−21.47%
−16.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
16.02%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 27% · M 18% · S 26%
Number of Stocks
43
53
Portfolio P/E
33.53
33.46
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%
ICICI Pru Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%