Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Solidarity Advisors - Prudence
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%
8.45%
6 Months
6.72%
29.49%
1 Year
6.72%
37.09%
3 Years
10.90%
18.49%
5 Years
9.13%
12.39%
Since Inception
19.57%
18.64%
Fund Age
12 yrs 9 mo
10 yrs 3 mo
AUM
₹2,994.73 Cr
₹1,760.35 Cr
Alpha – 1 Year
2.00%
32.37%
Alpha – 3 Years
−1.19%
6.40%
Information Ratio – 3 Years
-0.24
0.52
Volatility – 1 Year
19.20%
25.02%
Volatility – 3 Years
15.82%
18.27%
Beta – 1 Year
1.05
1.22
Beta – 3 Years
0.99
0.89
Sharpe Ratio – 1 Year
0.16
1.18
Sharpe Ratio – 3 Years
0.40
0.74
Worst Rolling Year
-6.55%
-0.28%
Value at Worst Rolling Year
₹0.93 Cr
₹1.00 Cr
Deepest Drawdown
−21.47%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
96.49%
99.89%
Median Rolling Year
13.94%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 11% · S 71%
Number of Stocks
43
13
Portfolio P/E
33.53
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
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%