Alternative Investment Funds (AIF)Compare Schemes
360 One - High Growth Companies Fund vs Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
360 One - High Growth Companies Fund
Sundaram Alternative - Opportunities Series - Atlas
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.4%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.21%
−1.41%
6 Months
2.67%
25.53%
1 Year
−6.02%
27.30%
3 Years
15.84%
23.29%
5 Years
11.35%
—
Since Inception
15.09%
20.51%
Fund Age
7 yrs 8 mo
4 yrs 5 mo
AUM
₹423.01 Cr
—
Alpha – 1 Year
−8.62%
24.92%
Alpha – 3 Years
4.46%
12.08%
Information Ratio – 3 Years
0.46
1.04
Volatility – 1 Year
13.75%
28.26%
Volatility – 3 Years
13.79%
20.05%
Beta – 1 Year
0.74
1.42
Beta – 3 Years
0.78
1.07
Sharpe Ratio – 1 Year
-0.78
0.79
Sharpe Ratio – 3 Years
0.72
0.87
Worst Rolling Year
9.77%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−17.17%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.92%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 59% · M 1% · S 38%
—
Number of Stocks
31
—
Portfolio P/E
31.22
—
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%
—
Top Sectors
Others · 23.58%
Financial Services · 19.42%
Capital Goods · 12.32%
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 3% / 2%