Alternative Investment Funds (AIF)Compare Schemes
360 ONE Equity Opportunity Fund vs Whitespace Fund I - Equity Plus
Add SchemeGrowth of ₹1 Crore
360 ONE Equity Opportunity Fund
Whitespace Fund I - Equity Plus
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%
2.59%
6 Months
5.89%
−3.10%
1 Year
1.69%
1.58%
3 Years
9.29%
13.01%
5 Years
—
16.79%
Since Inception
12.80%
21.43%
Fund Age
3 yrs 7 mo
6 yrs 9 mo
AUM
₹825.83 Cr
—
Alpha – 1 Year
−1.29%
3.13%
Alpha – 3 Years
−2.59%
5.74%
Information Ratio – 3 Years
-0.27
2.06
Volatility – 1 Year
18.69%
16.73%
Volatility – 3 Years
16.17%
14.09%
Beta – 1 Year
1.03
1.04
Beta – 3 Years
0.99
1.02
Sharpe Ratio – 1 Year
-0.11
-0.15
Sharpe Ratio – 3 Years
0.30
0.56
Worst Rolling Year
9.15%
13.01%
Value at Worst Rolling Year
₹1.09 Cr
₹1.13 Cr
Deepest Drawdown
−24.81%
−15.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.55%
26.25%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 39% · M 10% · S 41%
L 100%
Number of Stocks
55
50
Portfolio P/E
33.82
—
Top 5 Holdings
—
HDFC Bank Ltd · 6.01%
ICICI Bank Ltd · 5.39%
Reliance Industries Ltd · 4.69%
Bharti Airtel Ltd · 3.16%
Larsen & Toubro Ltd · 2.38%
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)
—
—