360 ONE Quant Fund
Direct · GrowthAI Summary
360 ONE Quant Fund has delivered a 3Y SIP XIRR of 18.87%, comfortably ahead of the thematic category average of 16.45%, though its 1Y XIRR of 11.42% trails the category's 11.75% and its 5Y XIRR of 11.73% lags the category's 16.82%. Calendar year returns show strong dispersion, ranging from 45.82% in 2023 to -9.66% in 2026. The lump-sum 3Y rolling return mean of 23.29% indicates solid medium-term compounding.
The maximum drawdown of -0.22% with a 154-day recovery period suggests remarkably shallow drawdowns, though two drawdown events exceeding 10% indicate meaningful episodic losses have occurred. Calmar ratios of 0.99 (1Y) and 1.05 (3Y) reflect adequate risk-adjusted returns relative to drawdown depth. The -9.66% calendar year return in 2026 highlights the fund's susceptibility to sharp short-term reversals.
Detailed holdings and sector allocation data were not provided for this analysis, so portfolio concentration cannot be assessed from the available metrics. As a quantitative thematic fund from 360 ONE, its portfolio is likely model-driven and may rotate significantly across sectors. Investors should review the latest factsheet to verify current holdings and concentration levels before investing.
The fund outperforms the category on 3Y SIP XIRR (18.87% vs 16.45%) but underperforms over longer horizons, with 5Y XIRR of 11.73% versus the category's 16.82%. This pattern suggests recent performance strength but weaker long-term consistency relative to peers. The wide swing in calendar year returns, from 45.82% in 2023 to negative returns in 2022 and 2026, points to inconsistent year-to-year delivery.
This fund suits investors with a high risk tolerance who understand thematic and quant-driven strategies can be volatile and cyclical. A horizon of at least 5 years is advisable, given the weak 5Y XIRR and the need to ride out drawdown periods like the current one. It should be treated as a satellite allocation rather than a core portfolio holding.
- 3Y SIP XIRR of 18.87% beats the thematic category average of 16.45% by 2.42 percentage points
- Exceptionally shallow maximum drawdown of -0.22% with a strong 3Y Calmar ratio of 1.0462
- Strong 3Y rolling return mean of 23.29% on a lump-sum basis
- 5Y SIP XIRR of 11.73% significantly lags the category average of 16.82%, indicating weak long-term consistency
- High return dispersion across calendar years, from 45.82% in 2023 to -9.66% in 2026, signals volatility and timing risk
Generated on 14-10-2026, 4:12 AM. Verify before investing.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.76 L | 22.0% | -23.6% | 77.8% |
| 3 Years | ₹36.00 L | ₹48.39 L | 19.4% | -0.5% | 42.8% |
| 5 Years | ₹60.00 L | ₹80.09 L | 11.8% | 11.0% | 12.3% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 22.0% | 11.7% |
| 3 Years | 19.4% | 16.4% |
| 5 Years | 11.8% | 16.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 22.0% | 11.9% | -8.8% | 71.3% | 0.66 | 3.63 | 84% | — | — |
| 3 Years | 23.3% | 24.0% | 12.8% | 33.9% | 3.82 | — | 100% | — | — |