Alternative Investment Funds (AIF)Compare Schemes
360 ONE Equity Opportunity Fund vs Motilal Oswal Founders Fund Series I
Add SchemeGrowth of ₹1 Crore
360 ONE Equity Opportunity Fund
Motilal Oswal Founders Fund Series I
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.84%
0.45%
6 Months
5.89%
16.54%
1 Year
1.69%
4.93%
3 Years
9.29%
20.02%
5 Years
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Since Inception
12.80%
24.01%
Fund Age
3 yrs 7 mo
3 yrs 5 mo
AUM
₹825.83 Cr
₹1,778.6 Cr
Alpha – 1 Year
−1.29%
1.95%
Alpha – 3 Years
−2.59%
8.14%
Information Ratio – 3 Years
-0.27
0.49
Volatility – 1 Year
18.69%
17.28%
Volatility – 3 Years
16.17%
21.44%
Beta – 1 Year
1.03
0.84
Beta – 3 Years
0.99
1.05
Sharpe Ratio – 1 Year
-0.11
-0.21
Sharpe Ratio – 3 Years
0.30
0.67
Worst Rolling Year
9.15%
20.04%
Value at Worst Rolling Year
₹1.09 Cr
₹1.20 Cr
Deepest Drawdown
−24.81%
−26.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.55%
22.33%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 39% · M 10% · S 41%
L 27% · M 38% · S 35%
Number of Stocks
55
27
Portfolio P/E
33.82
48.87
Top 5 Holdings
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Eternal Ltd · 5.30%
Ather Energy Ltd · 4.94%
One 97 Communications Ltd · 4.92%
PTC Industries Ltd · 4.77%
Shriram Finance Ltd · 4.55%
Top Sectors
Financial Services · 28.95%
Capital Goods · 13.99%
Consumer Services · 10.71%
Capital Goods · 30.93%
Financial Services · 20.25%
Consumer Services · 8.52%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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