Alternative Investment Funds (AIF)Compare Schemes
360 One -Turnaround Opportunities Fund vs RATIONAL EQUITY SCHEME - 2
Add SchemeGrowth of ₹1 Crore
360 One -Turnaround Opportunities Fund
RATIONAL EQUITY SCHEME - 2
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%
4.14%
6 Months
7.31%
12.88%
1 Year
3.15%
0.59%
3 Years
13.06%
—
5 Years
14.63%
—
Since Inception
15.24%
6.12%
Fund Age
5 yrs
14 mo
AUM
₹1,054.28 Cr
₹29 Cr
Alpha – 1 Year
0.17%
−2.78%
Alpha – 3 Years
1.18%
—
Information Ratio – 3 Years
0.08
—
Volatility – 1 Year
17.40%
23.29%
Volatility – 3 Years
16.16%
—
Beta – 1 Year
0.96
1.16
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.05
-0.11
Sharpe Ratio – 3 Years
0.47
—
Worst Rolling Year
12.75%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−23.46%
−18.39%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.24%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 34% · M 8% · S 57%
S 100%
Number of Stocks
51
—
Portfolio P/E
39.87
—
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%
—
Top Sectors
Financial Services · 20.80%
Healthcare · 13.83%
Capital Goods · 13.72%
—
Fixed Fee
—
—
Performance Fee / Plan
—
20% of profit, above 6%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%