Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Purnartha Pratham Strategy
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%
5.49%
6 Months
6.72%
9.46%
1 Year
6.72%
17.52%
3 Years
10.90%
14.28%
5 Years
9.13%
9.02%
Since Inception
19.57%
12.49%
Fund Age
12 yrs 9 mo
5 yrs 11 mo
AUM
₹2,994.73 Cr
₹1,633.45 Cr
Alpha – 1 Year
2.00%
12.80%
Alpha – 3 Years
−1.19%
2.19%
Information Ratio – 3 Years
-0.24
0.28
Volatility – 1 Year
19.20%
23.87%
Volatility – 3 Years
15.82%
18.97%
Beta – 1 Year
1.05
1.12
Beta – 3 Years
0.99
1.06
Sharpe Ratio – 1 Year
0.16
0.57
Sharpe Ratio – 3 Years
0.40
0.55
Worst Rolling Year
-6.55%
7.21%
Value at Worst Rolling Year
₹0.93 Cr
₹1.07 Cr
Deepest Drawdown
−21.47%
−20.29%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
13.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 14% · M 11% · S 40%
Number of Stocks
43
—
Portfolio P/E
33.53
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
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
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%