Alternative Investment Funds (AIF)Compare Schemes
360 One -Turnaround Opportunities Fund vs Aequitas - Equity Scheme I
Add SchemeGrowth of ₹1 Crore
360 One -Turnaround Opportunities Fund
Aequitas - Equity Scheme I
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.31%
0.42%
6 Months
7.31%
2.63%
1 Year
3.15%
3.23%
3 Years
13.06%
9.96%
5 Years
14.63%
19.65%
Since Inception
15.24%
21.25%
Fund Age
5 yrs
7 yrs 4 mo
AUM
₹1,054.28 Cr
₹877.78 Cr
Alpha – 1 Year
0.17%
4.78%
Alpha – 3 Years
1.18%
2.69%
Information Ratio – 3 Years
0.08
0.01
Volatility – 1 Year
17.40%
2.24%
Volatility – 3 Years
16.16%
12.79%
Beta – 1 Year
0.96
0.11
Beta – 3 Years
0.97
0.33
Sharpe Ratio – 1 Year
-0.05
-0.98
Sharpe Ratio – 3 Years
0.47
0.37
Worst Rolling Year
12.75%
9.97%
Value at Worst Rolling Year
₹1.13 Cr
₹1.10 Cr
Deepest Drawdown
−23.46%
−13.39%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
35.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 8% · S 57%
L 4% · S 26%
Number of Stocks
51
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Portfolio P/E
39.87
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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%
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
Financial Services · 20.80%
Healthcare · 13.83%
Capital Goods · 13.72%
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Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
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