Alternative Investment Funds (AIF)Compare Schemes
360 ONE Equity Opportunity Fund vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
360 ONE Equity Opportunity Fund
SOHUM INDIA OPPORTUNITIES FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.84%
1.41%
6 Months
5.89%
3.27%
1 Year
1.69%
7.91%
3 Years
9.29%
15.60%
5 Years
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Since Inception
12.80%
18.19%
Fund Age
3 yrs 7 mo
4 yrs 2 mo
AUM
₹825.83 Cr
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Alpha – 1 Year
−1.29%
8.34%
Alpha – 3 Years
−2.59%
7.04%
Information Ratio – 3 Years
-0.27
1.15
Volatility – 1 Year
18.69%
17.57%
Volatility – 3 Years
16.17%
14.47%
Beta – 1 Year
1.03
1.08
Beta – 3 Years
0.99
0.98
Sharpe Ratio – 1 Year
-0.11
0.21
Sharpe Ratio – 3 Years
0.30
0.70
Worst Rolling Year
9.15%
14.68%
Value at Worst Rolling Year
₹1.09 Cr
₹1.15 Cr
Deepest Drawdown
−24.81%
−18.89%
Recovery Period
Not yet recovered
243 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.55%
19.64%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 39% · M 10% · S 41%
L 82% · M 6% · S 8%
Number of Stocks
55
34
Portfolio P/E
33.82
28.34
Top 5 Holdings
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ICICI Bank Ltd · 8.78%
HDFC Bank Ltd · 6.57%
Reliance Industries Ltd · 6.41%
Bharti Airtel Ltd Partly Paidup · 6.35%
Axis Bank Ltd · 6.02%
Top Sectors
Financial Services · 28.95%
Capital Goods · 13.99%
Consumer Services · 10.71%
Financial Services · 35.47%
Automobile and Auto Components · 9.92%
Metals & Mining · 6.67%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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