Alternative Investment Funds (AIF)Compare Schemes
360 One -Turnaround Opportunities Fund vs SBI OPTIMAL EQUITY
Add SchemeGrowth of ₹1 Crore
360 One -Turnaround Opportunities Fund
SBI OPTIMAL EQUITY
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%
0.40%
6 Months
7.31%
12.80%
1 Year
3.15%
20.50%
3 Years
13.06%
15.30%
5 Years
14.63%
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Since Inception
15.24%
15.60%
Fund Age
5 yrs
19 mo
AUM
₹1,054.28 Cr
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Alpha – 1 Year
0.17%
20.90%
Alpha – 3 Years
1.18%
6.80%
Information Ratio – 3 Years
0.08
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Volatility – 1 Year
17.40%
18.58%
Volatility – 3 Years
16.16%
8.24%
Beta – 1 Year
0.96
1.00
Beta – 3 Years
0.97
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Sharpe Ratio – 1 Year
-0.05
0.75
Sharpe Ratio – 3 Years
0.47
1.72
Worst Rolling Year
12.75%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−23.46%
—
Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.24%
—
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 34% · M 8% · S 57%
L 3% · M 24% · S 35%
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%
Aequs Ltd · 10.50%
Lenskart Solutions Ltd · 9.30%
Kingfa Science & Technology (India) Ltd · 8.70%
Billionbrains Garage Ventures Ltd · 8.40%
Meesho Ltd · 7.20%
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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