- Mutual Funds
- 360 One Mutual Fund
- 360 ONE Focused Equity Fund (RIDCW-A)
Formerly IIFL Focused Equity Reg IDCW-R
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 37.3127
NAV (Apr 22)
Fund Returns
Last 1Y | 38.1% |
Last 3Y | 21.8% |
Last 5Y | 21.8% |
Last 10Y | NA |
Since Inception | 16.4% |
6 Month CAGR | 17.7% |
Scheme Information
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 | 1.79 |
Launched (10y ago) | Oct 30, 2014 |
AUM in Crores | 6794.345 |
ISIN | INF579M01894 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.6 |
Standard Deviation (5yr) | 18.9 |
Beta (3yr) | 0.88 |
Beta (5yr) | 0.95 |
Sharpe Ratio (3yr) | 1.083 |
Sharpe Ratio (5yr) | 0.847 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| 360 ONE Focused Equity Fund (RIDCW-A) | 12,78,090 | 5,45,478 | 21.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
hdfc bank ltd
7.8%icici bank ltd
7.4%tata motors ltd
7.4%infosys ltd
5.9%ntpc ltd
5.3%Allocation by Sector
financial services
28.9%consumer cyclical
17%industrials
12%communication services
10.4%technology
9.7%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
360 ONE Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
21.8% | 16.4% | ||
6% | 6.7% | ||
6% | 5.9% | ||
6% | 6.6% | ||
21.8% | 16.4% |
360 ONE Focused Equity Fund (RIDCW-A) Review
360 ONE Focused Equity Fund (RIDCW-A) is a Focused Equity fund and has delivered an annualised return of 16.4% over a period of 9 years. The fund was previously known as IIFL Focused Equity Reg IDCW-R. The fund is managed by 360 ONE Asset Management Limited. The fund manager’s name is Mayur Patel.
Nav of 360 ONE Focused Equity Fund (RIDCW-A) as of 4/22/2024 is ₹37.31 with the total AUM as of 4/23/2024 is ₹6794.345. With Scripbox you can compare and check the latest nav for all mutual funds in India. 360 ONE Focused Equity Fund (RIDCW-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 (RIDCW-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 (RIDCW-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 S&P BSE 500 India TR INR.
360 ONE Focused Equity Fund (RIDCW-A) is rated as a 3 fund in Equity and delivered 38.1% 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 (RIDCW-A).
Frequently Asked Questions
What is 360 ONE Focused Equity Fund (RIDCW-A)?
How to invest in 360 ONE Focused Equity Fund (RIDCW-A)?
You can invest in 360 ONE Focused Equity Fund (RIDCW-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 (RIDCW-A)?
The minimum sip amount for 360 ONE Focused Equity Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is 360 ONE Focused Equity Fund (RIDCW-A) good to invest in?
As per Scripbox experts, 360 ONE Focused Equity Fund (RIDCW-A) is a Neutral fund. You can invest360 ONE Focused Equity Fund (RIDCW-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 (RIDCW-A)?
The expense ratio of the 360 ONE Focused Equity Fund (RIDCW-A) is 1.79% for regular plan.