Alternative Investment Funds (AIF)Compare Schemes
360 ONE Equity Opportunity Fund - Series 2 vs Whitespace Fund I - Equity Plus
Add SchemeGrowth of ₹1 Crore
360 ONE Equity Opportunity Fund - Series 2
Whitespace Fund I - Equity Plus
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
S&P BSE 200 Total Return Index · 11.4%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.43%
2.59%
6 Months
3.34%
−3.10%
1 Year
0.46%
1.58%
3 Years
5.83%
13.01%
5 Years
—
16.79%
Since Inception
7.90%
21.43%
Fund Age
3 yrs 5 mo
6 yrs 9 mo
AUM
₹449.38 Cr
—
Alpha – 1 Year
−2.14%
3.13%
Alpha – 3 Years
−5.55%
5.74%
Information Ratio – 3 Years
-0.68
2.06
Volatility – 1 Year
19.18%
16.73%
Volatility – 3 Years
14.52%
14.09%
Beta – 1 Year
1.10
1.04
Beta – 3 Years
0.92
1.02
Sharpe Ratio – 1 Year
-0.17
-0.15
Sharpe Ratio – 3 Years
0.09
0.56
Worst Rolling Year
4.29%
13.01%
Value at Worst Rolling Year
₹1.04 Cr
₹1.13 Cr
Deepest Drawdown
−23.58%
−15.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.80%
26.25%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 2% · S 40%
L 100%
Number of Stocks
40
50
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%
HDFC Bank Ltd · 6.01%
ICICI Bank Ltd · 5.39%
Reliance Industries Ltd · 4.69%
Bharti Airtel Ltd · 3.16%
Larsen & Toubro Ltd · 2.38%
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)
—
—