Alternative Investment Funds (AIF)Compare Schemes
360 One -Turnaround Opportunities Fund vs Kotak India Renaissance Fund-I
Add SchemeGrowth of ₹1 Crore
360 One -Turnaround Opportunities Fund
Kotak India Renaissance Fund-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%
4.52%
6 Months
7.31%
8.26%
1 Year
3.15%
4.50%
3 Years
13.06%
10.05%
5 Years
14.63%
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Since Inception
15.24%
10.10%
Fund Age
5 yrs
4 yrs 5 mo
AUM
₹1,054.28 Cr
₹60.73 Cr
Alpha – 1 Year
0.17%
4.93%
Alpha – 3 Years
1.18%
1.48%
Information Ratio – 3 Years
0.08
0.19
Volatility – 1 Year
17.40%
15.08%
Volatility – 3 Years
16.16%
14.98%
Beta – 1 Year
0.96
0.81
Beta – 3 Years
0.97
0.93
Sharpe Ratio – 1 Year
-0.05
-0.02
Sharpe Ratio – 3 Years
0.47
0.35
Worst Rolling Year
12.75%
7.06%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−23.46%
−22.08%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
11.56%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 34% · M 8% · S 57%
L 31% · M 22% · S 40%
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%
Shriram Finance Ltd · 6.87%
Jubilant Ingrevia Ltd · 5.84%
Fortis Healthcare Ltd · 5.16%
Emcure Pharmaceuticals Ltd · 5.09%
ICICI Bank Ltd · 4.96%
Top Sectors
Financial Services · 20.80%
Healthcare · 13.83%
Capital Goods · 13.72%
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Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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