Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Renaissance - Opportunities Portfolio
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%
−0.04%
6 Months
6.72%
0.28%
1 Year
6.72%
2.14%
3 Years
10.90%
10.02%
5 Years
9.13%
13.15%
Since Inception
19.57%
11.46%
Fund Age
12 yrs 9 mo
8 yrs 7 mo
AUM
₹2,994.73 Cr
₹585.94 Cr
Alpha – 1 Year
2.00%
2.49%
Alpha – 3 Years
−1.19%
1.02%
Information Ratio – 3 Years
-0.24
0.18
Volatility – 1 Year
19.20%
16.38%
Volatility – 3 Years
15.82%
14.42%
Beta – 1 Year
1.05
1.00
Beta – 3 Years
0.99
0.96
Sharpe Ratio – 1 Year
0.16
-0.13
Sharpe Ratio – 3 Years
0.40
0.38
Worst Rolling Year
-6.55%
3.37%
Value at Worst Rolling Year
₹0.93 Cr
₹1.03 Cr
Deepest Drawdown
−21.47%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 65% · M 26% · S 8%
Number of Stocks
43
31
Portfolio P/E
33.53
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 1% / 0%