Alternative Investment Funds (AIF)Compare Schemes
360 ONE Equity Opportunity Fund - Series 2 vs Ampersand Growth Opportunities Fund Scheme - 1
Add SchemeGrowth of ₹1 Crore
360 ONE Equity Opportunity Fund - Series 2
Ampersand Growth Opportunities Fund Scheme - 1
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.4%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.43%
4.09%
6 Months
3.34%
18.59%
1 Year
0.46%
13.52%
3 Years
5.83%
21.40%
5 Years
—
19.51%
Since Inception
7.90%
19.97%
Fund Age
3 yrs 5 mo
8 yrs 11 mo
AUM
₹449.38 Cr
₹1,046 Cr
Alpha – 1 Year
−2.14%
9.76%
Alpha – 3 Years
−5.55%
10.51%
Information Ratio – 3 Years
-0.68
0.93
Volatility – 1 Year
19.18%
21.83%
Volatility – 3 Years
14.52%
21.15%
Beta – 1 Year
1.10
1.13
Beta – 3 Years
0.92
1.18
Sharpe Ratio – 1 Year
-0.17
0.44
Sharpe Ratio – 3 Years
0.09
0.78
Worst Rolling Year
4.29%
6.29%
Value at Worst Rolling Year
₹1.04 Cr
₹1.06 Cr
Deepest Drawdown
−23.58%
−24.32%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.80%
25.89%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 2% · S 40%
L 37% · M 19% · S 37%
Number of Stocks
40
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Portfolio P/E
29.62
29.80
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%
Solar Industries India Ltd · 5.50%
Oracle Financial Services Software Ltd · 5.10%
Polycab India Ltd · 5.00%
Bajaj Auto Ltd · 4.00%
Muthoot Finance Ltd · 3.70%
Top Sectors
Financial Services · 26.67%
Capital Goods · 16.56%
Automobile and Auto Components · 9.73%
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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