Alternative Investment Funds (AIF)Compare Schemes
360 ONE Equity Opportunity Fund - Series 2 vs Aequitas - Equity Scheme I
Add SchemeGrowth of ₹1 Crore
360 ONE Equity Opportunity Fund - Series 2
Aequitas - Equity Scheme I
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.4%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.43%
0.42%
6 Months
3.34%
2.63%
1 Year
0.46%
3.23%
3 Years
5.83%
9.96%
5 Years
—
19.65%
Since Inception
7.90%
21.25%
Fund Age
3 yrs 5 mo
7 yrs 4 mo
AUM
₹449.38 Cr
₹877.78 Cr
Alpha – 1 Year
−2.14%
4.78%
Alpha – 3 Years
−5.55%
2.69%
Information Ratio – 3 Years
-0.68
0.01
Volatility – 1 Year
19.18%
2.24%
Volatility – 3 Years
14.52%
12.79%
Beta – 1 Year
1.10
0.11
Beta – 3 Years
0.92
0.33
Sharpe Ratio – 1 Year
-0.17
-0.98
Sharpe Ratio – 3 Years
0.09
0.37
Worst Rolling Year
4.29%
9.97%
Value at Worst Rolling Year
₹1.04 Cr
₹1.10 Cr
Deepest Drawdown
−23.58%
−13.39%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.80%
35.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 2% · S 40%
L 4% · S 26%
Number of Stocks
40
—
Portfolio P/E
29.62
—
Top 5 Holdings
Tenneco Clean Air India Ltd · 5.96%
ICICI Bank Ltd · 5.95%
Cash & Cash Equivalent · 5.16%
HDFC Bank Ltd · 4.36%
Granules India Ltd · 4.33%
Petronet LNG Ltd · 4.48%
HDFC Bank Ltd · 3.72%
Sanghvi Movers Ltd · 2.99%
Technocraft Industries (India) Ltd · 2.74%
JK Paper Ltd · 2.59%
Top Sectors
Financial Services · 26.67%
Capital Goods · 16.56%
Automobile and Auto Components · 9.73%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—