Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
White Oak India Select Equity 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%
4.84%
6 Months
6.72%
7.61%
1 Year
6.72%
−0.76%
3 Years
10.90%
11.28%
5 Years
9.13%
9.58%
Since Inception
19.57%
11.67%
Fund Age
12 yrs 9 mo
7 yrs 11 mo
AUM
₹2,994.73 Cr
₹12.5 Cr
Alpha – 1 Year
2.00%
−3.74%
Alpha – 3 Years
−1.19%
−0.61%
Information Ratio – 3 Years
-0.24
-0.06
Volatility – 1 Year
19.20%
20.02%
Volatility – 3 Years
15.82%
16.21%
Beta – 1 Year
1.05
1.05
Beta – 3 Years
0.99
0.91
Sharpe Ratio – 1 Year
0.16
-0.22
Sharpe Ratio – 3 Years
0.40
0.41
Worst Rolling Year
-6.55%
8.66%
Value at Worst Rolling Year
₹0.93 Cr
₹1.09 Cr
Deepest Drawdown
−21.47%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 7% · S 38%
L 36% · M 30% · S 35%
Number of Stocks
43
15
Portfolio P/E
33.53
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%