Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
6.72%
6.39%
1 Year
6.72%
0.37%
3 Years
10.90%
11.18%
5 Years
9.13%
—
Since Inception
19.57%
4.21%
Fund Age
12 yrs 9 mo
4 yrs 6 mo
AUM
₹2,994.73 Cr
₹59.82 Cr
Alpha – 1 Year
2.00%
−2.61%
Alpha – 3 Years
−1.19%
−0.71%
Information Ratio – 3 Years
-0.24
0.13
Volatility – 1 Year
19.20%
22.91%
Volatility – 3 Years
15.82%
17.96%
Beta – 1 Year
1.05
1.09
Beta – 3 Years
0.99
1.01
Sharpe Ratio – 1 Year
0.16
-0.11
Sharpe Ratio – 3 Years
0.40
0.38
Worst Rolling Year
-6.55%
3.87%
Value at Worst Rolling Year
₹0.93 Cr
₹1.04 Cr
Deepest Drawdown
−21.47%
−25.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 7% · S 38%
L 40% · M 26% · S 33%
Number of Stocks
43
35
Portfolio P/E
33.53
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Financial Services · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%