Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
6.72%
31.10%
1 Year
6.72%
52.47%
3 Years
10.90%
17.74%
5 Years
9.13%
16.38%
Since Inception
19.57%
15.58%
Fund Age
12 yrs 9 mo
16 yrs 9 mo
AUM
₹2,994.73 Cr
₹132.42 Cr
Alpha – 1 Year
2.00%
47.75%
Alpha – 3 Years
−1.19%
5.65%
Information Ratio – 3 Years
-0.24
0.46
Volatility – 1 Year
19.20%
26.74%
Volatility – 3 Years
15.82%
21.32%
Beta – 1 Year
1.05
1.30
Beta – 3 Years
0.99
0.97
Sharpe Ratio – 1 Year
0.16
1.52
Sharpe Ratio – 3 Years
0.40
0.68
Worst Rolling Year
-6.55%
-15.93%
Value at Worst Rolling Year
₹0.93 Cr
₹0.84 Cr
Deepest Drawdown
−21.47%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
96.49%
89.14%
Median Rolling Year
13.94%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 52% · M 7% · S 38%
M 9% · S 83%
Number of Stocks
43
26
Portfolio P/E
33.53
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%