Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
MRG Capital - Wealth Protector
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%
0.67%
6 Months
6.72%
1.38%
1 Year
6.72%
7.78%
3 Years
10.90%
12.37%
5 Years
9.13%
10.07%
Since Inception
19.57%
13.18%
Fund Age
12 yrs 9 mo
6 yrs 8 mo
AUM
₹2,994.73 Cr
₹1.13 Cr
Alpha – 1 Year
2.00%
8.13%
Alpha – 3 Years
−1.19%
3.37%
Information Ratio – 3 Years
-0.24
0.42
Volatility – 1 Year
19.20%
17.12%
Volatility – 3 Years
15.82%
14.65%
Beta – 1 Year
1.05
0.93
Beta – 3 Years
0.99
0.90
Sharpe Ratio – 1 Year
0.16
0.21
Sharpe Ratio – 3 Years
0.40
0.51
Worst Rolling Year
-6.55%
10.01%
Value at Worst Rolling Year
₹0.93 Cr
₹1.10 Cr
Deepest Drawdown
−21.47%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
15.34%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 52% · M 7% · S 38%
L 34% · M 14% · S 34%
Number of Stocks
43
43
Portfolio P/E
33.53
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
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%