Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.44%
3.93%
6 Months
6.72%
25.32%
1 Year
6.72%
18.21%
3 Years
10.90%
32.70%
5 Years
9.13%
23.63%
Since Inception
19.57%
28.38%
Fund Age
12 yrs 9 mo
7 yrs 10 mo
AUM
₹2,994.73 Cr
₹8,686.39 Cr
Alpha – 1 Year
2.00%
13.49%
Alpha – 3 Years
−1.19%
20.61%
Information Ratio – 3 Years
-0.24
1.92
Volatility – 1 Year
19.20%
22.97%
Volatility – 3 Years
15.82%
19.40%
Beta – 1 Year
1.05
1.12
Beta – 3 Years
0.99
0.98
Sharpe Ratio – 1 Year
0.16
0.61
Sharpe Ratio – 3 Years
0.40
1.30
Worst Rolling Year
-6.55%
17.00%
Value at Worst Rolling Year
₹0.93 Cr
₹1.17 Cr
Deepest Drawdown
−21.47%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 37% · M 30% · S 25%
Number of Stocks
43
43
Portfolio P/E
33.53
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%