Alternative Investment Funds (AIF)Compare Schemes
360 One -Turnaround Opportunities Fund vs YES Wealth Maximiser AIF
Add SchemeGrowth of ₹1 Crore
360 One -Turnaround Opportunities Fund
YES Wealth Maximiser AIF
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%
1.92%
6 Months
7.31%
6.21%
1 Year
3.15%
5.06%
3 Years
13.06%
—
5 Years
14.63%
—
Since Inception
15.24%
18.57%
Fund Age
5 yrs
2 yrs 5 mo
AUM
₹1,054.28 Cr
—
Alpha – 1 Year
0.17%
—
Alpha – 3 Years
1.18%
—
Information Ratio – 3 Years
0.08
—
Volatility – 1 Year
17.40%
10.66%
Volatility – 3 Years
16.16%
—
Beta – 1 Year
0.96
—
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.05
0.14
Sharpe Ratio – 3 Years
0.47
—
Worst Rolling Year
12.75%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−23.46%
−7.47%
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%
L 46% · M 15% · S 20%
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%
Bharti Airtel Ltd · 5.78%
HDFC Bank Ltd · 4.14%
Apollo Hospitals Enterprise Ltd · 3.93%
Reliance Industries Ltd · 3.82%
ICICI Bank Ltd · 3.67%
Top Sectors
Financial Services · 20.80%
Healthcare · 13.83%
Capital Goods · 13.72%
Financial Services · 30.04%
Healthcare · 8.83%
Automobile and Auto Components · 7.22%
Fixed Fee
—
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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