MonitorDirect · Growth
360 ONE QUANT FUND
- NAV
- 19.4045
- 15 Sept 2026
- 1Y
- -5.1%
- Trailing CAGR
- AUM
- ₹872.87 Cr
- 31 Aug 2026
- Volatility
- High
- 16.6% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-5.1%
- 3Y+14.0%
- 5Yn/a
- 10Yn/a
- SI+15.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-6.2%
- 3Y+3.7%
- 5Yn/a
- 10Yn/a
- Since inception
- +15.5%
- Calendar-day CAGR
- Excess 1Y
- -10.1%
- Category median, same plan and option
- 3Y win rate
- +94%
- Windows beating the median
- 3Y percentile
- 42
- Vs comparable share classes
- Worst rolling 3Y
- +14.0%
- 443 daily-ending windows
- Median rolling 3Y
- +24.1%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +3.7%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 8 days
- 52 recovered episodes
- Longest recovery
- 80 days
- Trough to prior peak
- Current spell
- 718 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
27 Sept 2024 – open
Trough 28 Feb 2025 · not recovered
-22.4%
17 Jan 2022 – 8 Sept 2022
Trough 20 Jun 2022 · recovered in 80 days
-19.6%
13 Dec 2022 – 8 May 2023
Trough 28 Mar 2023 · recovered in 41 days
-9.4%
3 Jun 2024 – 13 Jun 2024
Trough 4 Jun 2024 · recovered in 9 days
-9.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
42
Vs category
0
Consistency
80
Risk-adjusted
58
Drawdown
44
Mean
45
Portfolio
31 Aug 2026 · 37 holdings · top 10 are 33.6%.
- Top 5
- 17.5%
- Top 10
- 33.6%
- Largest holding
- 4.1%
- Effective holdings
- 33.9
Divi's Laboratories Ltd
Healthcare
4.1%
TVS Motor Company Ltd
Consumer Discretionary
3.5%
Aurobindo Pharma Ltd
Healthcare
3.5%
Torrent Pharmaceuticals Ltd
Healthcare
3.4%
Bajaj Auto Ltd
Consumer Discretionary
3.4%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Supporting reads
- The fund beat the category median in 94% of rolling 3-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Mahindra Manulife Business Cycle Fund
Mahindra Manulife Mutual Fund
- 1Y
- +5.4%
- 3Y
- +16.8%
- Vol
- 15.7%
- Max DD
- -21.4%
- Sharpe
- 0.77
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Lower TER
- Higher trailing returns
Nippon India Active Momentum Fund
Nippon India Mutual Fund
- 1Y
- +8.1%
- 3Y
- n/a
- Vol
- 15.2%
- Max DD
- -12.6%
- Sharpe
- 0.80
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher TER · Lower trailing returns
WhiteOak Capital Special Opportunities Fund
WhiteOak Capital Mutual Fund
- 1Y
- +11.4%
- 3Y
- n/a
- Vol
- 14.7%
- Max DD
- -17.0%
- Sharpe
- 0.82
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
HSBC India Export Opportunities Fund
HSBC Mutual Fund
- 1Y
- +18.3%
- 3Y
- n/a
- Vol
- 15.9%
- Max DD
- -20.5%
- Sharpe
- 0.29
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Invesco India Business Cycle Fund
Invesco Mutual Fund
- 1Y
- +11.4%
- 3Y
- n/a
- Vol
- 17.6%
- Max DD
- -16.0%
- Sharpe
- 1.24
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Higher volatility · Lower trailing returns