Alternative Investment Funds (AIF)Compare Schemes
360 One - High Conviction Fund vs Swyom India Alpha Fund
Add SchemeGrowth of ₹1 Crore
360 One - High Conviction Fund
Swyom India Alpha Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.4%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.22%
1.30%
6 Months
5.22%
18.99%
1 Year
−2.55%
4.33%
3 Years
15.34%
—
5 Years
10.91%
—
Since Inception
13.55%
33.83%
Fund Age
6 yrs 8 mo
2 yrs 10 mo
AUM
₹457.2 Cr
—
Alpha – 1 Year
−5.15%
1.95%
Alpha – 3 Years
3.96%
—
Information Ratio – 3 Years
0.32
—
Volatility – 1 Year
13.79%
17.37%
Volatility – 3 Years
13.65%
—
Beta – 1 Year
0.73
0.71
Beta – 3 Years
0.76
—
Sharpe Ratio – 1 Year
-0.52
-0.03
Sharpe Ratio – 3 Years
0.69
—
Worst Rolling Year
8.39%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
−15.36%
−16.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.26%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 58% · S 40%
L 47% · M 38% · S 37%
Number of Stocks
31
—
Portfolio P/E
31.03
—
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%
India Glycols Ltd · 8.40%
Orient Cement Ltd · 7.70%
Axis Bank Ltd · 7.70%
Shriram Finance Ltd · 7.70%
Bliss GVS Pharma Ltd · 7.60%
Top Sectors
Others · 30.76%
Financial Services · 21.00%
Healthcare · 9.30%
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%