360 One - Multicap Advantage PMS PMS: Returns, Portfolio & Fees

PMS · Equity · Multi Cap

360 One - Multicap Advantage PMS

Fund size₹445 Cr

Alpha (3Y)−2.99%

3Y return13.96%

Fund age6 yrs 3 mo

Fund Manager

Anup Maheshwari

Chief Investment Officer, 360 ONE

Anup brings with him 26 years of investment experience. He joined IIFL from DSP BlackRock Investment Managers (a joint venture between BlackRock and the DSP Group in India) in August 2018. He was associated with DSP BlackRock since July 1997 and was last designated as the Chief Investment Officer, Equities. Anup managed DSP BlackRock’s India funds from May 2001 to June 2018. For a brief period between December 2005 and May 2006, he was the CIO at HSBC Asset Management before returning to DSP BlackRock. Previously he was also associated with Chescor, a British fund management firm managing three offshore India equity funds. Anup is an alumnus of IIM Lucknow.

Managing AUM₹5,170 Cr

Growth of₹Cr

360 One Multicap Advantage PMS

Returns: How it has done

Scheme / Benchmark	YTD	1Y	2Y	3Y	5Y	Since inception
360 One Multicap Advantage PMS	—	27.24%	10.90%	13.96%	14.95%	11.11%
Nifty 500	−9.50%	40.20%	17.90%	19.30%	17.40%	—
Excess over benchmark	—	−12.96%	−7.00%	−5.34%	−2.45%	—

Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Mar 2024.

Risk : What you take on to earn the return

Volatility

11.81%

Benchmark approx 12.81%

A standard deviation reflecting historical swings.

Sensitivity

0.83

Beta vs benchmark 1.00 · 17% less reactive

How strongly the scheme moves with the index.

Risk-reward

0.50

Sharpe

Excess return gained per unit of volatility.

Portfolio Details : Where the money actually sits

Stocks

P/E ratio

27.06

P/B ratio

4.52

Dividend yield

0.54%

Avg market cap

₹1.94 L Cr

Median market cap

₹80,893 Cr

Asset class

Equity

Market cap

Large cap61.89%

Mid cap13.28%

Small cap18.32%

Cash & others6.51%

As on 31 Mar 2024

Fees

A fixed plan is cheaper when returns are strong.

FixedPlan A · Simple

Fixed Management Fee2.50% / yr

Performance FeeNone

Hurdle RateNot applicable

Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.

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