Alternative Investment Funds (AIF)Compare Schemes
360 One - Multi Strategy Fund vs Aditya Birla - India Equity Opportunities Fund
Add SchemeGrowth of ₹1 Crore
360 One - Multi Strategy Fund
Aditya Birla - India Equity Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.3%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.70%
3.51%
6 Months
4.90%
6.80%
1 Year
−2.42%
2.38%
3 Years
6.69%
13.18%
5 Years
7.12%
—
Since Inception
10.29%
14.39%
Fund Age
7 yrs 9 mo
4 yrs 7 mo
AUM
—
₹196.51 Cr
Alpha – 1 Year
0.51%
−1.17%
Alpha – 3 Years
−4.60%
−0.04%
Information Ratio – 3 Years
—
-0.04
Volatility – 1 Year
21.95%
16.17%
Volatility – 3 Years
17.78%
16.05%
Beta – 1 Year
1.17
0.85
Beta – 3 Years
1.06
0.91
Sharpe Ratio – 1 Year
-0.04
-0.11
Sharpe Ratio – 3 Years
0.11
0.52
Worst Rolling Year
4.35%
12.74%
Value at Worst Rolling Year
₹1.04 Cr
₹1.13 Cr
Deepest Drawdown
−26.69%
−19.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
17.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 49% · M 5% · S 42%
L 43% · M 30% · S 23%
Number of Stocks
42
31
Portfolio P/E
34.46
40.67
Top 5 Holdings
ICICI Bank Ltd · 7.00%
Pondy Oxides & Chemicals Ltd · 6.61%
Avenue Supermarts Ltd · 5.75%
Solar Industries India Ltd · 5.08%
Kotak Mahindra Bank Ltd · 4.43%
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
Financial Services · 33.33%
Healthcare · 12.47%
Metals & Mining · 10.86%
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%