Alternative Investment Funds (AIF)Compare Schemes
360 ONE Equity Opportunity Fund vs Emkay - Capital Builder Fund
Add SchemeGrowth of ₹1 Crore
360 ONE Equity Opportunity Fund
Emkay - Capital Builder Fund
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.84%
6.84%
6 Months
5.89%
5.01%
1 Year
1.69%
8.78%
3 Years
9.29%
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5 Years
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Since Inception
12.80%
8.70%
Fund Age
3 yrs 7 mo
2 yrs
AUM
₹825.83 Cr
₹44.9 Cr
Alpha – 1 Year
−1.29%
5.80%
Alpha – 3 Years
−2.59%
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Information Ratio – 3 Years
-0.27
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Volatility – 1 Year
18.69%
17.25%
Volatility – 3 Years
16.17%
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Beta – 1 Year
1.03
0.90
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
-0.11
0.26
Sharpe Ratio – 3 Years
0.30
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Worst Rolling Year
9.15%
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Value at Worst Rolling Year
₹1.09 Cr
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Deepest Drawdown
−24.81%
−14.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
12.55%
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 39% · M 10% · S 41%
L 62% · M 17% · S 22%
Number of Stocks
55
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Portfolio P/E
33.82
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Top 5 Holdings
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Divis Laboratories Ltd · 9.50%
HDFC Bank Ltd · 7.80%
Federal Bank Ltd · 7.60%
Laurus Labs Ltd · 7.60%
ICICI Bank Ltd · 7.30%
Top Sectors
Financial Services · 28.95%
Capital Goods · 13.99%
Consumer Services · 10.71%
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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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