Alternative Investment Funds (AIF)Compare Schemes
360 One -Turnaround Opportunities Fund vs Shepherds Hill Private Investment Fund
Add SchemeGrowth of ₹1 Crore
360 One -Turnaround Opportunities Fund
Shepherds Hill Private Investment Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.31%
0.53%
6 Months
7.31%
1.93%
1 Year
3.15%
2.26%
3 Years
13.06%
21.22%
5 Years
14.63%
19.84%
Since Inception
15.24%
18.74%
Fund Age
5 yrs
7 yrs 3 mo
AUM
₹1,054.28 Cr
₹172.22 Cr
Alpha – 1 Year
0.17%
0.31%
Alpha – 3 Years
1.18%
10.56%
Information Ratio – 3 Years
0.08
0.56
Volatility – 1 Year
17.40%
7.84%
Volatility – 3 Years
16.16%
11.45%
Beta – 1 Year
0.96
0.37
Beta – 3 Years
0.97
0.42
Sharpe Ratio – 1 Year
-0.05
-0.71
Sharpe Ratio – 3 Years
0.47
1.28
Worst Rolling Year
12.75%
12.75%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−23.46%
−6.25%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
31.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 8% · S 57%
L 10% · M 4% · S 53%
Number of Stocks
51
16
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
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
10% / 8% / 6%