Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.44%
2.20%
6 Months
6.72%
6.00%
1 Year
6.72%
4.90%
3 Years
10.90%
18.50%
5 Years
9.13%
—
Since Inception
19.57%
16.60%
Fund Age
12 yrs 9 mo
3 yrs
AUM
₹2,994.73 Cr
₹209.72 Cr
Alpha – 1 Year
2.00%
0.20%
Alpha – 3 Years
−1.19%
6.40%
Information Ratio – 3 Years
-0.24
1.16
Volatility – 1 Year
19.20%
19.79%
Volatility – 3 Years
15.82%
17.07%
Beta – 1 Year
1.05
1.06
Beta – 3 Years
0.99
1.05
Sharpe Ratio – 1 Year
0.16
0.07
Sharpe Ratio – 3 Years
0.40
0.81
Worst Rolling Year
-6.55%
18.52%
Value at Worst Rolling Year
₹0.93 Cr
₹1.19 Cr
Deepest Drawdown
−21.47%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 7% · S 38%
L 67% · M 33%
Number of Stocks
43
24
Portfolio P/E
33.53
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%