• Mutual Funds
  • 360 One Mutual Fund
  • 360 ONE Focused Equity Fund (PIDCW-A)

Formerly IIFL Focused Equity Reg IDCW-P

360 One Mutual Funds

360 ONE Focused Equity Fund (PIDCW-A)

EquityFocused

40.6415

NAV (Jun 14)

22.3%
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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

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

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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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

40.6415

NAV (Jun 14)

Fund Returns

Last 1Y
39%
Last 3Y
20.8%
Last 5Y
22.6%
Last 10Y
NA
Since Inception
17.2%
6 Month CAGR
18.2%

Scheme Information

Investment Objective

The investment objective of the scheme is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. However,there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Expense Ratio
1.8
Launched (10y ago)
Oct 30, 2014
AUM in Crores
7215.171
ISIN
INF579M01886
Lock-in
No Lock-in
Benchmark
BSE 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.6
Standard Deviation (5yr)
19
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
1.111
Sharpe Ratio (5yr)
0.86
YTM
0
Fund Managers

Rohit Vaidyanathan

Fund Manager

Mayur Patel

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 (PIDCW-A)70%12,95,811 5,63,19922.3%
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 2024-06-14

Top Stock Holdings

hdfc bank ltd

8.4%
8.4%

icici bank ltd

7.1%
7.1%

tata motors ltd

6.3%
6.3%

ntpc ltd

5.3%
5.3%

infosys ltd

5.2%
5.2%
See all holdings

Allocation by Sector

financial services

29.1%
29.1%

consumer cyclical

17.3%
17.3%

communication services

13.1%
13.1%

industrials

10.2%
10.2%

technology

8.3%
8.3%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

360 ONE Asset Management Limited

360 ONE Asset Management Limited manages assets worth 10,682 crores and was set up on 22 March 2011. It's current offering of mutual fund schemes includes 12 debt and 3 equity funds.amc-img
phone-img022-42499000
Fund NameScripbox Opinion
Till Date CAGR

20.7%

17.1%

5.9%

6.8%

5.9%

5.9%

5.9%

6.7%

20.7%

17.1%

360 ONE Focused Equity Fund (PIDCW-A) Review

360 ONE Focused Equity Fund (PIDCW-A) is a Focused Equity fund and has delivered an annualised return of 17.1% over a period of 9 years. The fund was previously known as IIFL Focused Equity Reg IDCW-P. The fund is managed by 360 ONE Asset Management Limited. The fund managers are Mayur Patel, Rohit Vaidyanathan.

Nav of 360 ONE Focused Equity Fund (PIDCW-A) as of 6/14/2024 is ₹40.64 with the total AUM as of 6/15/2024 is ₹7215.171. With Scripbox you can compare and check the latest nav for all mutual funds in India. 360 ONE Focused Equity Fund (PIDCW-A) was launched on Oct 30, 2014. The category risk of the fund is Very High Risk.

The minimum SIP amount for 360 ONE Focused Equity Fund (PIDCW-A) 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 (PIDCW-A) 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 TR INR.

360 ONE Focused Equity Fund (PIDCW-A) is rated as a 3 fund in Equity and delivered 38.5% 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 (PIDCW-A).

Frequently Asked Questions

What is 360 ONE Focused Equity Fund (PIDCW-A)?

360 ONE Focused Equity Fund (PIDCW-A) 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 (PIDCW-A)?

You can invest in 360 ONE Focused Equity Fund (PIDCW-A) 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 (PIDCW-A)?

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

Is 360 ONE Focused Equity Fund (PIDCW-A) good to invest in?

As per Scripbox experts, 360 ONE Focused Equity Fund (PIDCW-A) is a Neutral fund. You can invest360 ONE Focused Equity Fund (PIDCW-A) fund 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 (PIDCW-A)?

The expense ratio of the 360 ONE Focused Equity Fund (PIDCW-A) is 1.8% for regular plan.