Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Piper Serica Advisors - Leader Portfolio
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%
3.10%
6 Months
6.72%
24.70%
1 Year
6.72%
21.80%
3 Years
10.90%
16.46%
5 Years
9.13%
12.29%
Since Inception
19.57%
17.31%
Fund Age
12 yrs 9 mo
7 yrs 2 mo
AUM
₹2,994.73 Cr
₹328.39 Cr
Alpha – 1 Year
2.00%
22.15%
Alpha – 3 Years
−1.19%
7.46%
Information Ratio – 3 Years
-0.24
1.55
Volatility – 1 Year
19.20%
22.56%
Volatility – 3 Years
15.82%
18.01%
Beta – 1 Year
1.05
1.10
Beta – 3 Years
0.99
0.98
Sharpe Ratio – 1 Year
0.16
0.85
Sharpe Ratio – 3 Years
0.40
1.07
Worst Rolling Year
-6.55%
7.49%
Value at Worst Rolling Year
₹0.93 Cr
₹1.07 Cr
Deepest Drawdown
−21.47%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
—
Number of Stocks
43
16
Portfolio P/E
33.53
—
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 1%