360 ONE Focused Equity Fund Direct Growth
Equity
Direct
Focused Fund
NAV: ₹ 46.93 as on 16-04-2024
Fund Performance
3424 people have invested ₹ 2Cr in 360 ONE Focused Equity Fund Direct Growth in the last three months
Mutual Fund Insights
Over the last 6 months, this fund has experienced a 46.8% growth in AUM moving from 4.62K Cr to 6.79K Cr.
In the last 5 years, Quant Focused fund Growth Option Direct Plan has given 23.95% return, outperforming this fund by 1.31% per annum.
This fund has one of the lowest expense ratio in the category (focused fund). Its expense ratio is 0.92% which is lower than the category average expense ratio of 1.28%.
In the last 1 year, Invesco India Focused Fund Direct Growth has given 63.92% return, outperforming this fund by 26.91%.
In the last 3 years, HDFC Focused 30 Fund -Direct Plan - Growth Option has given 30.51% return, outperforming this fund by 8.02% per annum.
INDmoney Rank of 360 ONE Focused Equity Fund Direct Growth
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IND ranking is not available for this fund.
Pros
5Y returns in the top 25% of the category
Beats FD returns for both 3Y & 5Y duration
Cons
No bad points found for this fund.
About the 360 ONE Focused Equity Fund Direct Growth
360 ONE Focused Equity Fund Direct Growth is an equity fund. This fund was started on 30 October, 2014. The fund is managed by Mayur Patel. The fund could potentially beat inflation in the long-run.
Key Parameters
- 360 ONE Focused Equity Fund Direct Growth has ₹6794 Cr worth of assets under management (AUM) as on Mar 2024 and is more than category average.
- The fund has an expense ratio 0.9.
360 ONE Focused Equity Fund Direct Growth Overview
 | 0.92% |
 Benchmark | S&P BSE 500 India TR INR |
 | ₹6794 Cr |
 | 30 October, 2014 |
 | ₹1000/₹1000 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 22.34% |
360 ONE Focused Equity Fund Direct Growth Distribution as on (31-Mar-24)
Size breakup
Large cap
62%
Mid cap
22.5%
Small cap
10.9%
Sector Allocation
Financial Services
30.2%
Consumer Cyclical
17.8%
Industrial
12.6%
Communication
10.9%
Tech
10.2%
Basic Materials
5.6%
Utilities
5.5%
Energy
5.4%
Health
1.8%
Top Holdings of 360 ONE Focused Equity Fund Direct Growth as on (31-Mar-24)
Equity Holdings31
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 HDFC Bank Ltd | 7.84% | 0% | |
 Tata Motors Ltd | 7.42% | 0% | |
 ICICI Bank Ltd | 7.38% | 0% | |
 Infosys Ltd | 5.92% | 0% | |
 NTPC Ltd | 5.26% | 0% |
See all
360 ONE Focused Equity Fund Direct Growth: Monthly Changes Updates
All changes are between Jan'24 and Mar'24
Fund Performance
- This fund’s returns stands at 0.84% whereas the fund’s underlying benchmark Nifty 500 returns stands at -0.47% as on Mar'24
- This fund outperformed Nifty 500 by 1.31% in Mar'24
AUM Change
- AUM of the fund stands at 6.6K Cr as of Mar'24
- AUM has remained same between Mar'24 and Feb'24
Fund Portfolio Changes
Gainers & Losers in 360 ONE Focused Equity Fund Direct Growth portfolio Returns for the month of Mar
Top Growth Drivers | 1M Return |
|---|---|
 Indus Towers Ltd | 38.8% |
 Cummins India Ltd | 14.4% |
 Bharti Airtel Ltd | 4.9% |
Peer Analysis
360 ONE Focused Equity Fund Direct Growth Fund Manager
Mayur Patel
Fund Manager of 360 ONE Focused Equity Fund Direct Growth, since 11 November 2019
Top funds managed
360 ONE Focused Equity Fund Direct Growth Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 17.75% since inception which is more than its category average return of 16.01%
Fund Allocations
This fund has an allocation of 95.45% in Equity, 0% in Debt and 4.55% in Cash related instruments
AUM size ₹6794 Cr
This fund has AUM of ₹6794 Cr which is more than its category average of ₹ 4159 Cr
Expense Ratio 0.92%
This fund has an expense ratio of 0.92% which is less than its category average expense ratio of 1.49%
Frequently Asked Questions
The current NAV of 360 ONE Focused Equity Fund Direct Growth is ₹46.93 as on 16-Apr-2024.
Existing (Absolute + CAGR) as on 16-Apr-2024.
360 ONE Focused Equity Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 4.92% | 4.92% |
6 Month Returns | 16.83% | 16.83% |
1 Year Returns | 37% | 37% |
3 Years Returns | 83.78% | 22.49% |
5 Years Returns | 177.36% | 22.63% |
With INDmoney, the process of investing is very simple and involves zero commission.
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- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
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0.92% as on March 2024
₹6794 Cr as on March 2024
HDFC Bank Ltd(7.84%), Tata Motors Ltd(7.42%), ICICI Bank Ltd(7.38%), Infosys Ltd(5.92%), NTPC Ltd(5.26%) as on March 2024
Financial Services(28.87%), Consumer Cyclical(16.96%), Industrial(12.03%) as on March 2024
The alpha ratio for the 360 ONE Focused Equity Fund Direct Growth for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
360 ONE Focused Equity Fund Direct Growth | 0.16 | 2.95 | 4.91 |
As on March 2024
The alpha for 360 ONE Focused Equity Fund Direct Growth is calculated against S&P BSE 500 India TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the 360 ONE Focused Equity Fund Direct Growth for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
360 ONE Focused Equity Fund Direct Growth | 0.95 | 0.88 | 0.95 |
As on March 2024
The Beta for 360 ONE Focused Equity Fund Direct Growth is calculated with S&P BSE 500 India TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the 360 ONE Focused Equity Fund Direct Growth for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
360 ONE Focused Equity Fund Direct Growth | 2.5 | 1.17 | 0.91 |
As on March 2024
The sharpe ratio for 360 ONE Focused Equity Fund Direct Growth is calculated with S&P BSE 500 India TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the 360 ONE Focused Equity Fund Direct Growth for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
360 ONE Focused Equity Fund Direct Growth | 10.62 | 12.65 | 18.94 |
As on March 2024
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Sortino ratio is 2.22 as on March 2024. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.
Information ratio is 0.34 as on March 2024. It tells the consistency of the fund in generating superior risk-adjusted performance
Mayur Patel is the fund manager of 360 ONE Focused Equity Fund Direct Growth
The Exit load of 360 ONE Focused Equity Fund Direct Growth is 1%