info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

360 ONE Mutual Fund

360 ONE Focused Fund - Direct Plan - Dividend

★★★★ monitor_heart Health Score: 58/100 · Average

360 ONE Mutual Fund · Equity · Focused Fund

₹53.7

-0.26 (-0.49%) trending_down

AUM: ₹10,793 Cr

NAV updated 23 days ago

Plan

Direct

Option

Idcw

Risk

High

Expense Ratio

1.08%

Exit Load

Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.

Fund Manager

Jinesh Gopani

Inception

Jan 2013

Benchmark

NIFTY 500 Total Return Index

Sharpe Ratio

-0.25

Std Dev (1Y)

15.4%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+5.83%

3m

+13.73%

6m

+0.68%

1y

+1.9%

3y

+13.13%

5y

+13.83%

10y

+16.78%

since inception

+15.46%

rate_review TopFund's Take on 360 ONE Focused Fund - Direct Plan - Dividend

360 ONE Focused Fund - Direct Plan - Dividend sits in the middle of the pack for Focused Fund funds, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 58/100.

Cost: At 1.08%, the expense ratio runs 19% above the Focused Fund category average of 0.91%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.25 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 15.4% is fairly typical for actively managed equity funds.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

donut_small Sector Allocation

pie_chart Asset Allocation

Equity 92.64%
CBLO 7.67%

Frequently Asked Questions about 360 ONE Focused Fund - Direct Plan - Dividend

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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