Alternative Investment Funds (AIF)Compare Schemes
360 One - High Conviction Fund vs Aditya Birla - India Equity Opportunities Fund
Add SchemeGrowth of ₹1 Crore
360 One - High Conviction Fund
Aditya Birla - India Equity Opportunities Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.4%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.22%
3.51%
6 Months
5.22%
6.80%
1 Year
−2.55%
2.38%
3 Years
15.34%
13.18%
5 Years
10.91%
—
Since Inception
13.55%
14.39%
Fund Age
6 yrs 8 mo
4 yrs 7 mo
AUM
₹457.2 Cr
₹196.51 Cr
Alpha – 1 Year
−5.15%
−1.17%
Alpha – 3 Years
3.96%
−0.04%
Information Ratio – 3 Years
0.32
-0.04
Volatility – 1 Year
13.79%
16.17%
Volatility – 3 Years
13.65%
16.05%
Beta – 1 Year
0.73
0.85
Beta – 3 Years
0.76
0.91
Sharpe Ratio – 1 Year
-0.52
-0.11
Sharpe Ratio – 3 Years
0.69
0.52
Worst Rolling Year
8.39%
12.74%
Value at Worst Rolling Year
₹1.08 Cr
₹1.13 Cr
Deepest Drawdown
−15.36%
−19.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.26%
17.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 58% · S 40%
L 43% · M 30% · S 23%
Number of Stocks
31
31
Portfolio P/E
31.03
40.67
Top 5 Holdings
NSE Ltd · 25.68%
ICICI Bank Ltd · 5.08%
Veeda Clinical Research Limited · 5.08%
Bharti Airtel Ltd · 4.75%
Granules India Ltd · 4.48%
Radico Khaitan Ltd · 7.91%
Garware Hi Tech Films Ltd · 5.32%
Bharat Forge Ltd · 5.12%
Axis Bank Ltd · 4.59%
Cash & Cash Equivalent · 4.48%
Top Sectors
Others · 30.76%
Financial Services · 21.00%
Healthcare · 9.30%
Financial Services · 20.32%
Fast Moving Consumer Goods · 11.03%
Automobile and Auto Components · 10.29%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%