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MF_131580

360 ONE Focused Fund-Direct Plan-Growth

Equity Schemes - Focused Fund

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End Amount
₹53,500.37
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
14.99%
MF_131580 Return
Benchmark CAGR
10.17%
Nifty 50
Inflation Adj. CAGR
9.83%
Real Annualized Return
Alpha
0.05
Excess Return vs Benchmark
Beta
0.98
Volatility vs Benchmark
Sharpe Ratio
0.56
Risk-Adjusted Return
Sortino Ratio
0.83
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 59% 26% 19%
60 days 62% 17% 11%
90 days 65% 14% 9%
180 days 66% 11% 6%
1Yr 70% 8% 5%
3Yr 94% 5% 1%
5Yr 100% 5% 0%
7Yr 100% 5% 0%
10Yr 100% 4% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period 360 ONE Focused Fund-Direct Plan-Growth Nifty 50
30 days 6.7% | -68.6% | 21.1% | 206.6% 26.6% | -62.1% | 13.3% | 174.3%
60 days -22.6% | -53.5% | 20.9% | 132.6% -23.0% | -47.1% | 15.8% | 119.4%
90 days -16.8% | -42.2% | 17.9% | 110.2% -25.0% | -39.8% | 14.1% | 104.8%
1 Year -0.6% | -8.5% | 12.9% | 64.7% -10.0% | -15.9% | 11.1% | 57.4%
3 Years 12.1% | 6.3% | 17.1% | 31.8% 7.7% | 2.2% | 14.0% | 24.6%
5 Years 10.0% | 8.1% | 18.8% | 26.6% 6.4% | 3.7% | 14.3% | 21.9%
7 Years 16.5% | 15.1% | 18.4% | 20.8% 11.2% | 11.0% | 13.8% | 15.9%
10 Years 15.2% | 15.1% | 17.1% | 18.6% 11.7% | 11.2% | 12.8% | 14.9%
Periods of Negative Return (Drawdowns) 17 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Dec. 4, 2014 Jan. 15, 2015 42 days 6% Nifty 50: 6% 10753 10104 10783
Jan. 28, 2015 Feb. 28, 2015 31 days 5% Nifty 50: 4% 11258 10658 11331
March 3, 2015 July 2, 2016 487 days 19% Nifty 50: 22% 11371 9237 11471
Sept. 8, 2016 Feb. 4, 2017 149 days 13% Nifty 50: 12% 13215 11463 13217
May 15, 2017 June 16, 2017 32 days 5% Nifty 50: 1% 13912 13165 13948
Sept. 14, 2017 Nov. 1, 2017 48 days 6% Nifty 50: 3% 15295 14363 15320
Jan. 15, 2018 Aug. 8, 2018 205 days 14% Nifty 50: 7% 16175 13893 16262
Aug. 31, 2018 May 18, 2019 260 days 20% Nifty 50: 14% 17015 13647 17196
July 4, 2019 Sept. 21, 2019 79 days 8% Nifty 50: 10% 17664 16190 18147
Feb. 20, 2020 Nov. 5, 2020 259 days 37% Nifty 50: 37% 20713 13138 20928
Jan. 13, 2021 Feb. 3, 2021 21 days 5% Nifty 50: 6% 25431 24141 25698
March 3, 2021 May 25, 2021 83 days 7% Nifty 50: 6% 26608 24704 26648
Oct. 19, 2021 Jan. 12, 2022 85 days 8% Nifty 50: 10% 34151 31392 34448
Jan. 17, 2022 May 10, 2023 478 days 21% Nifty 50: 16% 34616 27234 34742
Sept. 11, 2023 Nov. 16, 2023 66 days 6% Nifty 50: 6% 40213 37875 40235
Sept. 26, 2024 Aug. 1, 2026 674 days 17% Nifty 50: 15% 55758 46327 55978
Aug. 6, 2026 Oct. 30, 2026 85 days 7% Nifty 50: 10% 56071 51887 53500