Alternative Investment Funds (AIF)Compare Schemes
360 ONE Equity Opportunity Fund - Series 2 vs Kotak India Renaissance Fund-I
Add SchemeGrowth of ₹1 Crore
360 ONE Equity Opportunity Fund - Series 2
Kotak India Renaissance Fund-I
Return for the risk
3 yrs return
0%
5%
10%
15%
S&P BSE 200 Total Return Index · 11.4%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.43%
4.52%
6 Months
3.34%
8.26%
1 Year
0.46%
4.50%
3 Years
5.83%
10.05%
5 Years
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Since Inception
7.90%
10.10%
Fund Age
3 yrs 5 mo
4 yrs 5 mo
AUM
₹449.38 Cr
₹60.73 Cr
Alpha – 1 Year
−2.14%
4.93%
Alpha – 3 Years
−5.55%
1.48%
Information Ratio – 3 Years
-0.68
0.19
Volatility – 1 Year
19.18%
15.08%
Volatility – 3 Years
14.52%
14.98%
Beta – 1 Year
1.10
0.81
Beta – 3 Years
0.92
0.93
Sharpe Ratio – 1 Year
-0.17
-0.02
Sharpe Ratio – 3 Years
0.09
0.35
Worst Rolling Year
4.29%
7.06%
Value at Worst Rolling Year
₹1.04 Cr
₹1.07 Cr
Deepest Drawdown
−23.58%
−22.08%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.80%
11.56%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 53% · M 2% · S 40%
L 31% · M 22% · S 40%
Number of Stocks
40
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Portfolio P/E
29.62
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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%
Shriram Finance Ltd · 6.87%
Jubilant Ingrevia Ltd · 5.84%
Fortis Healthcare Ltd · 5.16%
Emcure Pharmaceuticals Ltd · 5.09%
ICICI Bank Ltd · 4.96%
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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