Alternative Investment Funds (AIF)Compare Schemes
360 One - High Growth Companies Fund vs Aequitas - Equity Scheme I
Add SchemeGrowth of ₹1 Crore
360 One - High Growth Companies Fund
Aequitas - Equity Scheme I
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.4%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.21%
0.42%
6 Months
2.67%
2.63%
1 Year
−6.02%
3.23%
3 Years
15.84%
9.96%
5 Years
11.35%
19.65%
Since Inception
15.09%
21.25%
Fund Age
7 yrs 8 mo
7 yrs 4 mo
AUM
₹423.01 Cr
₹877.78 Cr
Alpha – 1 Year
−8.62%
4.78%
Alpha – 3 Years
4.46%
2.69%
Information Ratio – 3 Years
0.46
0.01
Volatility – 1 Year
13.75%
2.24%
Volatility – 3 Years
13.79%
12.79%
Beta – 1 Year
0.74
0.11
Beta – 3 Years
0.78
0.33
Sharpe Ratio – 1 Year
-0.78
-0.98
Sharpe Ratio – 3 Years
0.72
0.37
Worst Rolling Year
9.77%
9.97%
Value at Worst Rolling Year
₹1.10 Cr
₹1.10 Cr
Deepest Drawdown
−17.17%
−13.39%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.92%
35.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 59% · M 1% · S 38%
L 4% · S 26%
Number of Stocks
31
—
Portfolio P/E
31.22
—
Top 5 Holdings
—
Petronet LNG Ltd · 4.48%
HDFC Bank Ltd · 3.72%
Sanghvi Movers Ltd · 2.99%
Technocraft Industries (India) Ltd · 2.74%
JK Paper Ltd · 2.59%
Top Sectors
Others · 23.58%
Financial Services · 19.42%
Capital Goods · 12.32%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—