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  • 360 ONE Mutual Fund
  • 360 ONE Focused Equity Fund (G)
360 One Mutual Funds

360 ONE Focused Equity Fund (G)

EquityFocused

48.7029

NAV (Oct 15)

23.842%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in focused mutual funds.

Focused funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Good

The performance of the fund on a Downside Protection Measure metric has been Good

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

48.7029

NAV (Oct 15)

Fund Returns

Last 1Y
34.8%
Last 3Y
15.7%
Last 5Y
23.8%
Last 10Y
NA
Since Inception
17.2%
6 Month CAGR
14.5%

Scheme Information

Investment Objective

The scheme seeks to generate long term capital appreciation for investors from a portfolio of equity and equity related securities.

Expense Ratio
1.79
Launched (0y ago)
1.79
AUM in Crores
8177.1
ISIN
INF579M01878
Lock-in
-
Benchmark
BSE 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
12.8
Beta
0.9
Sharpe Ratio
1.1
YTM
-
Fund Managers

Mayur Patel

Fund Manager

Rohit Vaidyanathan

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
360 ONE Focused Equity Fund (G)70%13,52,393 6,19,78123.8%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-01-17

Top Stock Holdings

HDFC Bank Ltd.

8.2%
8.208%

Tata Motors Ltd.

7.1%
7.149%

ICICI Bank Ltd.

7%
6.978%

Infosys Ltd.

6.8%
6.795%

NTPC Ltd.

5.6%
5.604%
See all holdings

Allocation by Sector

Financial

29%
29.030901%

Automobile

16%
15.985935%

Communication

11.8%
11.760736%

Services

8.1%
8.068809%

Technology

6.8%
6.79547%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 51,197 cr

₹ 17,770 cr

amc-img

About the AMC

360 ONE Mutual Fund

IIFL Asset Management is an India-focused global asset management firm that is part of the IIFL Wealth Group. The company has a disciplined and active management approach. IIFL Asset Management was incorporated in 2010 and manages around INR 21,940 Crore. The trustee of the firm is IIFL Trustee Limited and the sponsor is IIFL Wealth Management Limited.amc-img
phone-img +91-22-48765461
email-imgservice@iiflmf.com
Fund NameScripbox Opinion
Till Date CAGR

6.6%

6.9%

15.7%

17.2%

6%

6.1%

-

27.2%

-

42.9%

360 ONE Focused Equity Fund (G) Review

360 ONE Focused Equity Fund (G) is a Focused Equity fund and has delivered an annualised return of 17.211% over a period of 9 years. The fund is managed by 360 ONE Mutual Fund. The fund managers are Mayur Patel, Rohit Vaidyanathan.

Nav of 360 ONE Focused Equity Fund (G) as of 10/15/2024 is ₹48.70 with the total AUM as of 10/16/2024 is ₹8177.055717. With Scripbox you can compare and check the latest nav for all mutual funds in India. 360 ONE Focused Equity Fund (G) was launched on 2014-10-30. The category risk of the fund is Below Average.

The minimum SIP amount for 360 ONE Focused Equity Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

360 ONE Focused Equity Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE 500 Total Return Index.

It is rated as a 3 fund in Equity and delivered 34.814% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with 360 ONE Focused Equity Fund (G).

Frequently Asked Questions

What is 360 ONE Focused Equity Fund (G)?

It is a Focused Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in 360 ONE Focused Equity Fund (G)?

You can invest in 360 ONE Focused Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of 360 ONE Focused Equity Fund (G)?

The minimum sip amount for 360 ONE Focused Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is 360 ONE Focused Equity Fund (G) good to invest in?

As per Scripbox experts, it is a 3 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the 360 ONE Focused Equity Fund (G)?

The expense ratio of the 360 ONE Focused Equity Fund (G) is 1.79% for regular plan.

What is the NAV of 360 ONE Focused Equity Fund (G)?

Today's 360 ONE Focused Equity Fund (G) NAV is ₹48.70.