Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs PGIM India - Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
PGIM India - Core Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.44%
3.80%
6 Months
6.72%
7.35%
1 Year
6.72%
9.59%
3 Years
10.90%
7.90%
5 Years
9.13%
12.07%
Since Inception
19.57%
14.25%
Fund Age
12 yrs 9 mo
13 yrs 1 mo
AUM
₹2,994.73 Cr
₹106.28 Cr
Alpha – 1 Year
2.00%
9.94%
Alpha – 3 Years
−1.19%
−1.10%
Information Ratio – 3 Years
-0.24
-0.12
Volatility – 1 Year
19.20%
15.58%
Volatility – 3 Years
15.82%
14.39%
Beta – 1 Year
1.05
0.83
Beta – 3 Years
0.99
0.84
Sharpe Ratio – 1 Year
0.16
0.33
Sharpe Ratio – 3 Years
0.40
0.24
Worst Rolling Year
-6.55%
-8.02%
Value at Worst Rolling Year
₹0.93 Cr
₹0.92 Cr
Deepest Drawdown
−21.47%
−19.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
93.28%
Median Rolling Year
13.94%
11.54%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 39% · M 40% · S 18%
Number of Stocks
43
25
Portfolio P/E
33.53
34.00
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%
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%