Good afternoon :)
Add to Watchlist
Share

How to use scorecard? Learn more

360 ONE Focused Equity Fund(IDCW)

IDCW
EquityFocused Fund
Large-size FundAssets Under Mgmt: ₹ 7,616 Cr
Very High RiskPrinciple investment will be at very high risk
50.580.05% (+0.02)

Price Chart

High
Low
Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
Loading...
1M
6M
1Y
3Y
5Y
Max
SIP

How to use scorecard? Learn more

EquityFocused Fund
Large-size FundAssets Under Mgmt: ₹ 7,616 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.8743.020.86
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4245.471.18

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
1% on or before 12M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 1,000
Initial: ₹ 1,000 Incremental: ₹ 1,000
BenchmarkBenchmark
BSE 500 - TRI

About Focused Fund

Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.

Peers & Comparison

Comparing 3 mutual funds from 
EquityFocused Fund
Loading...
Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
360 ONE Focused Equity Fund(IDCW)17.66%16.00%17.30%
SBI Focused Equity Fund(IDCW-Payout)20.24%11.18%13.45%
HDFC Focused 30 Fund(IDCW)17.68%15.85%4.98%
Axis Focused Fund(IDCW)8.24%-2.72%10.10%

Price Comparison

Compare 360 ONE Focused Equity Fund(IDCW) with any MF, ETF, stock or index
Compare 360 ONE Focused Equity Fund(IDCW) with any MF, ETF, stock or index
360 ONE Focused Equity Fund(IDCW)
Hmm, looks like data is unavailable here. Please come back after some time
Loading...

Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
RightsCash & EquivalentsEquity0.17%3.71%96.12%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+17 moreIron & SteelSpecialized FinanceTelecom ServicesIT Services & ConsultingPrivate Banks49.43 %6.63 %7.33 %9.55 %10.73 %16.33 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2422.59%21.53%18.39%19.41%15.53%16.33%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 1.05 %

    Holdings

    9.24 %

    1.05 %
  • Infosys Ltd
    INFY
    3M change : 0.21 %

    Holdings

    7.18 %

    0.21 %
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 0.12 %

    Holdings

    7.08 %

    0.12 %

AMC Profile

360 ONE Mutual Fund was set up in the year 2011 on 23rd March. 360 One is one of the fastest growing wealth management and asset management organisations in India focused on high-conviction investment ideas, offers expertise, competence, and execution

  • No.of Schemes

    7

  • Total AUM

    ₹ 11,520.98 Cr.

Fund Manager Profile

Mayur Patel

AUM:  ₹9,730.91 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Rohit Vaidyanathan

AUM:  ₹10,411.46 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 8.5yrs

Manager Performance (0)

Loading...

Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

+

-

You make

Opinions and Fund Reviews

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.