Alternative Investment Funds (AIF)Compare Schemes
360 ONE Equity Opportunity Fund vs Matterhorn India Fund
Add SchemeGrowth of ₹1 Crore
360 ONE Equity Opportunity Fund
Matterhorn India 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%
3.36%
6 Months
5.89%
10.52%
1 Year
1.69%
4.14%
3 Years
9.29%
—
5 Years
—
—
Since Inception
12.80%
17.49%
Fund Age
3 yrs 7 mo
2 yrs 10 mo
AUM
₹825.83 Cr
—
Alpha – 1 Year
−1.29%
0.77%
Alpha – 3 Years
−2.59%
—
Information Ratio – 3 Years
-0.27
—
Volatility – 1 Year
18.69%
25.82%
Volatility – 3 Years
16.17%
—
Beta – 1 Year
1.03
1.40
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
-0.11
0.06
Sharpe Ratio – 3 Years
0.30
—
Worst Rolling Year
9.15%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−24.81%
−20.99%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.55%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 39% · M 10% · S 41%
L 0% · M 16% · S 75%
Number of Stocks
55
54
Portfolio P/E
33.82
33.41
Top 5 Holdings
HDFC Bank Ltd · 6.53%
ICICI Bank Ltd · 5.63%
Granules India Ltd · 4.15%
Pondy Oxides & Chemicals Ltd · 3.45%
Astra Microwave Products Ltd · 3.34%
Rain Industries Ltd
PDS Ltd
Sona BLW Precision Forgings Ltd
Rategain Travel Technologies Ltd
Ramkrishna Forgings Ltd
Top Sectors
Financial Services · 28.95%
Capital Goods · 13.99%
Consumer Services · 10.71%
Chemicals · 19.01%
Financial Services · 18.90%
Automobile and Auto Components · 10.26%
Fixed Fee
—
—
Performance Fee / Plan
—
15% of profit, above 9%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%