Alternative Investment Funds (AIF)Compare Schemes
360 One -Turnaround Opportunities Fund vs Aditya Birla - India Equity Opportunities Fund
Add SchemeGrowth of ₹1 Crore
360 One -Turnaround Opportunities Fund
Aditya Birla - India Equity Opportunities Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.31%
3.51%
6 Months
7.31%
6.80%
1 Year
3.15%
2.38%
3 Years
13.06%
13.18%
5 Years
14.63%
—
Since Inception
15.24%
14.39%
Fund Age
5 yrs
4 yrs 7 mo
AUM
₹1,054.28 Cr
₹196.51 Cr
Alpha – 1 Year
0.17%
−1.17%
Alpha – 3 Years
1.18%
−0.04%
Information Ratio – 3 Years
0.08
-0.04
Volatility – 1 Year
17.40%
16.17%
Volatility – 3 Years
16.16%
16.05%
Beta – 1 Year
0.96
0.85
Beta – 3 Years
0.97
0.91
Sharpe Ratio – 1 Year
-0.05
-0.11
Sharpe Ratio – 3 Years
0.47
0.52
Worst Rolling Year
12.75%
12.74%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−23.46%
−19.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
17.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 34% · M 8% · S 57%
L 43% · M 30% · S 23%
Number of Stocks
51
31
Portfolio P/E
39.87
40.67
Top 5 Holdings
ICICI Bank Ltd · 5.49%
Granules India Ltd · 4.18%
Bharti Airtel Ltd · 4.13%
Axis Bank Ltd · 3.71%
Astra Microwave Products Ltd · 3.69%
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 · 20.80%
Healthcare · 13.83%
Capital Goods · 13.72%
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%