Alternative Investment Funds (AIF)Compare Schemes
360 One - High Growth Companies Fund vs Oculus Capital - Growth Fund
Add SchemeGrowth of ₹1 Crore
360 One - High Growth Companies Fund
Oculus Capital - Growth 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
0.21%
−0.80%
6 Months
2.67%
11.80%
1 Year
−6.02%
3.20%
3 Years
15.84%
16.54%
5 Years
11.35%
17.70%
Since Inception
15.09%
17.90%
Fund Age
7 yrs 8 mo
5 yrs
AUM
₹423.01 Cr
₹1.34 Cr
Alpha – 1 Year
−8.62%
0.82%
Alpha – 3 Years
4.46%
5.33%
Information Ratio – 3 Years
0.46
0.43
Volatility – 1 Year
13.75%
25.70%
Volatility – 3 Years
13.79%
20.57%
Beta – 1 Year
0.74
1.33
Beta – 3 Years
0.78
1.15
Sharpe Ratio – 1 Year
-0.78
0.02
Sharpe Ratio – 3 Years
0.72
0.57
Worst Rolling Year
9.77%
16.54%
Value at Worst Rolling Year
₹1.10 Cr
₹1.17 Cr
Deepest Drawdown
−17.17%
−21.68%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.92%
24.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 59% · M 1% · S 38%
L 14% · M 9% · S 70%
Number of Stocks
31
75
Portfolio P/E
31.22
28.69
Top 5 Holdings
NSE Ltd · 23.58%
ICICI Bank Ltd · 5.42%
Shaily Engineering Plastics Ltd · 4.92%
HDFC Bank Ltd · 4.66%
Granules India Ltd · 4.55%
Cash & Cash Equivalent · 5.75%
ICICI Bank Ltd · 4.22%
Bajaj Consumer Care Ltd · 4.04%
Pitti Engineering Ltd · 2.58%
Jana Small Finance Bank Ltd · 2.53%
Top Sectors
Others · 23.58%
Financial Services · 19.42%
Capital Goods · 12.32%
Financial Services · 23.94%
Capital Goods · 20.87%
Fast Moving Consumer Goods · 7.09%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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