Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
Tcg India Investment Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.44%
4.64%
6 Months
6.72%
20.32%
1 Year
6.72%
29.93%
3 Years
10.90%
—
5 Years
9.13%
—
Since Inception
19.57%
15.24%
Fund Age
12 yrs 9 mo
1 yr 9 mo
AUM
₹2,994.73 Cr
₹3.17 Cr
Alpha – 1 Year
2.00%
25.21%
Alpha – 3 Years
−1.19%
—
Information Ratio – 3 Years
-0.24
—
Volatility – 1 Year
19.20%
24.54%
Volatility – 3 Years
15.82%
—
Beta – 1 Year
1.05
1.19
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
0.16
0.97
Sharpe Ratio – 3 Years
0.40
—
Worst Rolling Year
-6.55%
—
Value at Worst Rolling Year
₹0.93 Cr
—
Deepest Drawdown
−21.47%
−12.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
—
Median Rolling Year
13.94%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 7% · S 38%
L 28% · M 19% · S 50%
Number of Stocks
43
36
Portfolio P/E
33.53
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –