Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.44%
5.72%
6 Months
6.72%
23.48%
1 Year
6.72%
38.68%
3 Years
10.90%
26.01%
5 Years
9.13%
16.58%
Since Inception
19.57%
18.98%
Fund Age
12 yrs 9 mo
16 yrs 6 mo
AUM
₹2,994.73 Cr
₹1,885.18 Cr
Alpha – 1 Year
2.00%
33.96%
Alpha – 3 Years
−1.19%
13.92%
Information Ratio – 3 Years
-0.24
1.27
Volatility – 1 Year
19.20%
28.06%
Volatility – 3 Years
15.82%
20.41%
Beta – 1 Year
1.05
1.39
Beta – 3 Years
0.99
1.06
Sharpe Ratio – 1 Year
0.16
1.12
Sharpe Ratio – 3 Years
0.40
1.06
Worst Rolling Year
-6.55%
-4.06%
Value at Worst Rolling Year
₹0.93 Cr
₹0.96 Cr
Deepest Drawdown
−21.47%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
96.49%
98.28%
Median Rolling Year
13.94%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 52% · M 7% · S 38%
L 40% · M 32% · S 24%
Number of Stocks
43
28
Portfolio P/E
33.53
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%