360 ONE Mutual Fund-logo

360 ONE Mutual Fund

Roles in Long-Term Financial Plan

The well-organized financial plan is enhanced by the consistency in the investment strategies, and 360 ONE is an addition with disciplined and goal-directed assets investments. Combined with periodic reviews it will allow investors to keep up with changing goals.

Key Takeaways for Investors

360 ONE combines research, discipline and patience. It is not focused on unnecessary risk because of its focus on fundamentals. The fund should be considered by such investors as growth potential, as well as with a focus on stability; at the same time, it is necessary to take a long-term view so that significant advantages can be achieved.

Prolonged and Potential Development

The long-term forecast of 360 one is associated with the story of India in terms of the economic growth. Investment opportunities are created by structural reforms and increasing consumption. The investment discipline of the fund is what makes the fund take a selective participation in sustainably creating wealth in the long term.

Online and Portfolio Comfort

The 360 ONE offers online services to new investors. Online platforms ease investment and portfolio monitoring to enhance the experience of the investor. The accessibility also facilitates the organized investment plans and reviews.

Taxes and Investment Provisions

360 ONE adheres to the principles of mutual funds taxation. Equity and debt schemes have varying tax implications. The investor ought to align decisions with his tax planning and would probably seek the services of a financial adviser to maximise after-tax returns.

Performance comparison of 360 ONE Mutual Fund with Peers

In contrast to friends, 360 ONE is characterized by a disciplined approach. It gives more importance to quality rather than quantity and does not over churn its portfolio. Such careful stance makes it that much different in a landscape where the performance on a short-term basis is the rule.

Regulatory Environment and Governance

360 ONE is a company that functions under the regulated system of mutual funds in India. Good governance will direct investment and activities and adherence to regulations will safeguard investors. It is a strong framework that gives it credibility and sustainability in the long run.

Openness and Investor Relation

The operations of 360 ONE rely on transparency. The fund is transparent on its approach to the portfolio and positioning. Constant disclosures present performance drivers which promotes informed decision making, building trust within years.

Market cycles performance Orientation

360 ONE is concentrated on performance based on full cycles in the market. It avoids temporary spurts and is concerned with long-term profit growth. This cycle conscious method restricts the drawdowns and enables taking of compounds in favorable markets.

The 360 ONE Mutual Fund Introduction

360 ONE Mutual Fund began its journey on 23rd March 2011, backed by a strong team of experienced fund managers and industry experts who truly understand the mutual fund landscape.

Earlier known as IIFL Wealth, the company went through a major rebranding in 2022. The new identity — 360 ONE — was introduced by Karan Bhagat, the Founder, MD, and CEO.

The name itself carries meaning: ‘360’ reflects a complete, holistic perspective, while ‘ONE’ highlights a philosophy of putting the customer first.

Based in Mumbai, 360 ONE Mutual Fund has grown to become a respected name in the Indian mutual fund industry. It offers a range of investment options across different sectors, giving investors a chance to build well-diversified portfolios with confidence.

Applicability to the Various Investor Profiles

The best investors that will suit 360 ONE are those with a long to medium term horizon as well as those that are comfortable with a measured exposure to equity. It is also appealing to the risk managers that find balance and fundamentals more important than momentum.

Investors select 360 ONE Mutual Fund because of the following reasons

Clarity and discipline are greatly appreciated by investors of 360 ONE. The fund eliminates short run noise and focus on intrinsic value and it is the best option when a person wants more consistent wealth creation. Confidence amongst long-term investors is also developed through a transparent process.

Available Fund Management and Research Capabilities

The team of 360 ONE is based on profound research and cooperation. The analysts conduct research works in the company and sector, and also keep an eye on the basic changes. This culture of research paces decision being and prevents impairment of accurately future portfolio through the protection of quality.

Risk Management Framework

The process of 360 ONE is focused on risk management. The fund also compares risk both at portfolio and security levels avoiding heavy leverages and gambling. Such a construction will create certain resilience during declines and encourage returns to be steady across time.

Portfolio Construction and Diversification

The 360 ONE is a balance satisfied with concentration and diversification. The high conviction ideas receive substantial distribution, yet the risk remains limited. Regular audit ensures the portfolio is on track. The implication is that it shields the capital and the long-term growth is sought.

Bonds and Fixed Income Strategy

In the case of debt 360 ONE puts a premium on credit quality and liquidity. The interest -rate motivation and issuer strength are examined by the managers, and the duration is determined to suit the macroeconomic conditions. The cautious approach moderates the volatility and pursues stable earnings in the market cycles.

How to use Stocks Investment strategy

360 ONE applies a bottom-up equity selection strategy, thus focusing on firms having prosperous management and scalable patterns. Sector assignments are not foresights but prospect evaluation. This is to allow the portfolio to represent ideas of conviction and remain diversified in terms of industries and market cap.

Philosophy of investment, the principles

The philosophy of 360 ONE is based on the basic research. Managers evaluate businesses, sustainability of earnings, and competitiveness, and they consistently prefer their convenience in valuation. Such discipline will curtail speculation and encourage holding of quality firms with a sustainable growth potential.

History and Development of 360 ONE Mutual Fund

360 One is also driven by profound market experience. It is based on decades of institutional investment experience and combines international experience with domestic market acumen. Such a moderate consideration can be used to make the fund resilient to varying market environments without losing direction in long-term scopes.

Key Information About 360 ONE Mutual Fund

name 360 ONE Mutual Fund
registration No MF/067/11/02
address 360 One Centre, Kamala City, Senapati Bapat Marg, Lower Parel, Mumbai, MAHARASHTRA, 400013
validity Mar 23, 2011 - Perpetual
chief Executive Officer Mr. Raghav Iyengar
directors
  • Mr. Sethurathnam Ravi
  • Karan Bhagat
trustee Company 360 ONE ASSET TRUSTEE LIMITED
trustees
  • KARAT VENUGOPAL PARAMESHWAR
  • ASHOK KUMAR GARG
  • MOHAN RADHAKRISHNAN
  • Parmod Kumar Nagpal
chief Investment Officers
  • Anup Maheshwari
  • Sameer Nath
  • Pritam Doshi
  • Aakash Desai
more About Chief Investment Officer Url https://www.360.one/leadership
source Link https://www.amfiindia.com/member/62

as on date : 28-01-2026

Disclaimer:The information contained in this press release is for general informational purposes only and is not intended to be an offer or solicitation for the purchase or sale of any financial instrument or security. The views expressed herein are the personal views of the individuals quoted and do not constitute investment advice. Past performance may or may not be sustained in the future. Neither the AMC, Trustee Company, Sponsor or its affiliates nor any person connected with them shall accept any liability arising from the use of this document. Investors are advised to read all scheme related documents carefully before investing. Investment in mutual funds involves risks, including the possible loss of principal.
Mutual fund investments are subject to market risks, read all scheme related documents carefully.

List Of 360 ONE Mutual Fund in india

360 ONE Mutual Fund-logo

360 ONE ELSS Tax Saver Nifty 50 Index Fund

Risk

Very High

Return 3Y

13.25%

360 ONE Mutual Fund-logo

360 ONE Balanced Hybrid Fund

Risk

High

Return 1Y

5.02%

360 ONE Mutual Fund-logo

360 ONE Liquid Fund

Risk

Low to Moderate

Return 5Y

5.64%

360 ONE Mutual Fund-logo

360 ONE Dynamic Bond Fund

Risk

Moderately High

Return 5Y

6.80%

360 ONE Mutual Fund-logo

360 ONE Focused Fund

Risk

Very High

Return 5Y

14.63%

360 ONE Mutual Fund-logo

360 ONE Quant Fund

Risk

Very High

Return 3Y

23.62%

360 ONE Mutual Fund-logo

360 ONE Flexicap Fund

Risk

Very High

Return 1Y

4.96%

Disclaimer:The information contained in this press release is for general informational purposes only and is not intended to be an offer or solicitation for the purchase or sale of any financial instrument or security. The views expressed herein are the personal views of the individuals quoted and do not constitute investment advice. Past performance may or may not be sustained in the future. Neither the AMC, Trustee Company, Sponsor or its affiliates nor any person connected with them shall accept any liability arising from the use of this document. Investors are advised to read all scheme related documents carefully before investing. Investment in mutual funds involves risks, including the possible loss of principal.
Mutual fund investments are subject to market risks, read all scheme related documents carefully.

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