360 ONE Focused Fund -Regular Plan - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Outperformed category benchmark in 72% of historical 3-year rolling periods.
- Over 12 years of operational history across different market cycles.
- Experienced a maximum drawdown of -36.6% during severe market crashes.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +6.28% | +7.77% | -1.49% |
| 3 Months | +2.48% | +0.86% | +1.62% |
| 6 Months | +10.77% | +7.95% | +2.82% |
| 1 Year | +6.23% | +3.65% | +2.58% |
| 3 Years CAGR | +12.28% | +12.71% | -0.43% |
| 5 Years CAGR | +10.16% | +10.23% | -0.07% |
| 7 Years CAGR | +16.24% | +13.92% | +2.32% |
| 10 Years CAGR | +15.26% | +12.75% | +2.51% |
| Since Inception | +14.30% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in 360 ONE Focused Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +6.44% | +3.13% | +3.31% |
| 2025 | +4.71% | +2.93% | +1.78% |
| 2024 | +14.75% | +17.15% | -2.40% |
| 2023 | +29.79% | +28.21% | +1.58% |
| 2022 | -0.92% | -0.40% | -0.52% |
| 2021 | +36.45% | +34.23% | +2.22% |
| 2020 | +23.83% | +16.09% | +7.74% |
| 2019 | +27.31% | +15.36% | +11.95% |
| 2018 | -6.81% | -5.29% | -1.52% |
| 2017 | +29.95% | +39.11% | -9.16% |
| 2016 | +9.88% | +5.20% | +4.68% |
| 2015 | +1.82% | +2.95% | -1.13% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -18.65% | +15.63% | +11.40% | +93.36% | 80.8% | 54.1% |
| 3-Year Rolling | -2.02% | +16.43% | +15.77% | +33.89% | 99.8% | 72.5% |
| 5-Year Rolling | +2.82% | +17.01% | +17.36% | +28.98% | 100.0% | 78.6% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2020-02-20 | 2020-03-23 | -36.6% | 1 months | 7 months |
| 2022-01-17 | 2022-06-20 | -21.7% | 5 months | 11 months |
| 2018-08-31 | 2018-10-25 | -20.0% | 2 months | 7 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity or *Equity Related Instruments - 80-100%, money market instruments - 0-20%,Gold and Instruments only) - 0-20% *Equity related instruments include convertible debentures, convertible preference shares, warrants carrying the right to obtain equity shares, equity derivatives, Units of REITs and such other instrument as may be specified by SEBI from time to time. | Per Scheme Mandate |
Investment Objective & Strategy
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.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 6,943 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Focused schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Focused Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Edelweiss Focused Fund | 5.3 | +12.71% | 2.31% | 105.0% | Rs 1,030 cr | Compare → |
| Union Focused Fund | 3.9 | +12.18% | 2.55% | 82.1% | Rs 464 cr | Compare → |
| Mahindra Manulife Focused Fund | 6.6 | +12.91% | 2.31% | 91.2% | Rs 2,043 cr | Compare → |
| quant Focused Fund | 3.3 | +12.46% | 3.14% | 97.6% | Rs 864 cr | Compare → |
| Motilal Oswal Focused Fund | 3.9 | +14.21% | - | 111.2% | Rs 1,962 cr | Compare → |
Frequently Asked Questions about 360 ONE Focused Fund
What is the expense ratio of 360 ONE Focused Fund?
360 ONE Focused Fund has a total expense ratio (TER) of 2.12% with a base expense ratio of 1.54%, compared to the Focused category median of 2.24%.
Who manages 360 ONE Focused Fund?
360 ONE Focused Fund is managed by Mayur Patel (tenure: 7.0 years since 2019-11-11).
What are the historical returns of 360 ONE Focused Fund?
360 ONE Focused Fund delivered a 3-year CAGR of 12.28% and a 5-year CAGR of 10.16%. Its 1-year return stands at +6.23%.
How large is 360 ONE Focused Fund?
360 ONE Focused Fund manages assets of Rs 6,943 cr, placing it in the 'comfortable' size band relative to Focused peers.
How is 360 ONE Focused Fund scored on MFIQ?
360 ONE Focused Fund holds an MFIQ Score of 4.6/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is 360 ONE Focused Fund?
360 ONE Focused Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 15.25% with a maximum historical drawdown of -36.65%.