Alternative Investment Funds (AIF)Compare Schemes
360 ONE Equity Opportunity Fund vs Aequitas - Equity Scheme I
Add SchemeGrowth of ₹1 Crore
360 ONE Equity Opportunity Fund
Aequitas - Equity Scheme I
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.84%
0.42%
6 Months
5.89%
2.63%
1 Year
1.69%
3.23%
3 Years
9.29%
9.96%
5 Years
—
19.65%
Since Inception
12.80%
21.25%
Fund Age
3 yrs 7 mo
7 yrs 4 mo
AUM
₹825.83 Cr
₹877.78 Cr
Alpha – 1 Year
−1.29%
4.78%
Alpha – 3 Years
−2.59%
2.69%
Information Ratio – 3 Years
-0.27
0.01
Volatility – 1 Year
18.69%
2.24%
Volatility – 3 Years
16.17%
12.79%
Beta – 1 Year
1.03
0.11
Beta – 3 Years
0.99
0.33
Sharpe Ratio – 1 Year
-0.11
-0.98
Sharpe Ratio – 3 Years
0.30
0.37
Worst Rolling Year
9.15%
9.97%
Value at Worst Rolling Year
₹1.09 Cr
₹1.10 Cr
Deepest Drawdown
−24.81%
−13.39%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.55%
35.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 39% · M 10% · S 41%
L 4% · S 26%
Number of Stocks
55
—
Portfolio P/E
33.82
—
Top 5 Holdings
—
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 · 28.95%
Capital Goods · 13.99%
Consumer Services · 10.71%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—