Fund Name
Ratings
Ratings in Descending
Rating in Ascending
Risk
Risk in Descending
Risk in Ascending
3Y Returns
Three Years Returns in Descending
Three Years Returns in Ascending
AUM
Asset Under Management in Descending
Asset Under Management in Ascending

360 One Focused Equity Fund Direct Plan Dividend Payout

Equity Focused Fund

2.5

Very High

24%

₹6,794.35 cr.

360 One Focused Equity Fund Direct Plan Dividend Reinvestment

Equity Focused Fund

2.5

Very High

24%

₹6,794.35 cr.

360 One Focused Equity Fund Direct Plan Growth

Equity Focused Fund

2.5

Very High

24%

₹6,794.35 cr.

360 One Dynamic Bond Fund Direct Plan Growth

Debt Dynamic Bond

3.5

Moderate

6.31%

₹715.94 cr.

360 One Dynamic Bond Fund Direct Plan Monthly Dividend Payout

Debt Dynamic Bond

3.5

Moderate

6.31%

₹715.94 cr.

360 One Dynamic Bond Fund Direct Plan Monthly Dividend Reinvestment

Debt Dynamic Bond

3.5

Moderate

6.31%

₹715.94 cr.

360 One Liquid Fund Direct Plan Weekly Dividend Payout

Debt Liquid Fund

2

Moderate

5.41%

₹813.96 cr.

360 One Liquid Fund Direct Plan Weekly Dividend Reinvestment

Debt Liquid Fund

2

Moderate

5.41%

₹813.96 cr.

360 One Liquid Fund Direct Plan Growth

Debt Liquid Fund

2

Moderate

5.41%

₹813.96 cr.

360 One Liquid Fund Direct Plan Daily Dividend Reinvestment

Debt Liquid Fund

2

Moderate

5.37%

₹813.96 cr.

360 One Quant Fund Direct Growth

Equity Sectoral / Thematic

0

Very High

0%

₹143.90 cr.

360 One Quant Fund Direct IDCW Payout

Equity Sectoral / Thematic

0

Very High

0%

₹143.90 cr.

360 One Quant Fund Direct IDCW Reinvestment

Equity Sectoral / Thematic

0

Very High

0%

₹143.90 cr.

360 One ELSS Tax Saver Nifty 50 Index Fund Direct Plan Growth

Other Passive ELSS

0

Very High

0%

₹62.39 cr.

360 One ELSS Tax Saver Nifty 50 Index Fund Direct Plan IDCW Payout Payout

Other Passive ELSS

0

Very High

0%

₹62.39 cr.

360 One Flexicap Fund Direct Plan Growth

Equity Flexi Cap Fund

0

Very High

0%

₹420.91 cr.

360 One Flexicap Fund Direct Plan IDCW Payout

Equity Flexi Cap Fund

0

Very High

0%

₹420.91 cr.

360 One Flexicap Fund Direct Plan IDCW Reinvestment

Equity Flexi Cap Fund

0

Very High

0%

₹420.91 cr.

360 One Balanced Hybrid Fund Direct Plan IDCW Reinvestment

Hybrid Balanced Hybrid Fund

0

Very High

0%

₹628.88 cr.

360 One Balanced Hybrid Fund Direct Plan Growth

Hybrid Balanced Hybrid Fund

0

Very High

0%

₹628.88 cr.

360 One Dynamic Bond Fund Direct Plan Quarterly Dividend Payout

Debt Dynamic Bond

3.5

Moderate

0%

₹715.94 cr.

360 One Balanced Hybrid Fund Direct Plan IDCW Payout

Hybrid Balanced Hybrid Fund

0

Very High

0%

₹628.88 cr.

360 One Dynamic Bond Fund Direct Plan Quarterly Dividend Reinvestment

Debt Dynamic Bond

3.5

Moderate

0%

₹715.94 cr.

About 360 ONE Mutual Fund

360 One Asset Management Company is a subsidiary wholly owned by IIFL Limited. It is sponsored by 360 One Wealth Management Limited. The company was established in 1995 under the name of IIFL after the liberalisation era to take advantage of India’s emerging financial services market.

The AMC is headquartered in Mumbai and operates in all Indian states, as well as several global branches in Singapore, Canada, the USA, the UK, and UAE. 360 One Mutual Fund manages a total asset value of ₹6,205 crore as of February 2023 and provides seven schemes that cover various categories, consisting of three equity, two debt, and hybrid mutual funds that are not clearly defined.

The AMC provides diversified offshore and onshore asset management capabilities, with a portfolio of funds consisting of mutual funds, venture capital funds, and alternative investment funds that cover private and public equities, real estate, and fixed-income securities.

360 ONE Mutual Fund Key Information

Founding date 23 March 2011
AMC Incorporation date 22 March 2010
Headquarters in Mumbai
Name of the sponsors 360 One Wealth Management Limited
Trustee organisation IIFL Trustee Limited (Formerly known as India Infoline Trustee Co. Ltd.)
MD and CEO
Chief Investment Officer Mr Anup Maheshwari
Compliance Officer Mr Jignesh Modi

360 ONE Mutual Fund Managers

MM

Milan Mody

Fund Manager since Mar 2017 (7 years)

PS

Prashasta Seth

Fund Manager since Nov 2016 (7 years)

PG

Parijat Garg

Fund Manager since Jan 1900 (124 years)

MP

Mayur Patel

Fund Manager since Sep 2023 (7 months)

How to Invest in 360 One Mutual Fund via Angel One?

Using your Angel One account to invest in the 360 One Mutual Fund is simple. All you have to do is adhere to these instructions:

Step 1: Log in to your Angel One account using your registered mobile number. Validate the OTP and finally enter your MPIN.

Note: If you do not have a Demat account with Angel One, you can open one in a few minutes by fulfilling the KYC procedure and submitting the necessary documents.

Step 2: Determine the most-suited fund based on your needs and risk profile. You can evaluate each fund under the mutual fund section on the Angel One app. Things to consider at this stage are:

  1. Search for the fund you want to invest in or take cues from funds listed by Angel One across categories.
  2. Analyse the fund’s past performance, tax incidence, constituent sectors and stocks.
  3. Calculate the potential returns using the calculator.
  4. Evaluate the fund’s level of risk and weigh it against your risk tolerance.
  5. Check the fund’s ratings given by reputed rating agencies. Generally, the ratings range from 1 to 5.
  6. Consider the fund’s expense ratio to get an idea about the cost of investing in it.

Step 3: Once you finalise the fund(s) you want to invest in, open your Angel One account, go to the Mutual Funds section, and look for it. Since this can be a long-term investment, be careful when choosing the fund that you would like to invest in. At this stage, consider the following:

  1. Decide whether you want to invest in a lump sum or via monthly SIP
  2. Next, enter the amount you want to invest and choose how you want to make the payment. UPI is the preferred mode. Alternatively, you can choose net banking.
  3. After placing the order, in the case of the SIP route of investment, you can create a mandate to make hassle-free future instalments.

You can learn more about each fund on the Angel One app.

Documents Required To Invest in 360 One Mutual Fund

Investing in 360 One Mutual Funds through Angel One is a streamlined, digitally enabled process. All you need to do is provide the following essential documents for a hassle-free KYC:

  1. PAN Card Details (Mandatory)
  2. Personal Information, including Full Name, Mobile Number, and Email Address
  3. We recommend using your Aadhar Card as an Address Proof, including both the front and back sides.
  4. Bank Account Details, with a cancelled check if required
  5. Nominee details and FATCA Declarations

Angel One makes your KYC verification straightforward, ensuring swift access to 360 One Mutual Funds, whether you’re a new or returning investor. Our user-friendly platform is designed to help you achieve your financial goals. Your KYC process will be completed within 48-72 business hours, so you can start your mutual fund journey without delay.

Top 360 One Mutual Fund to Invest in

Name of the Fund AUM (₹in crore) Minimum Investment (₹) CAGR 3Y (%) CAGR 5Y (%)
360 ONE Focused Equity Fund 4437.65 1000 26.41 21.71
360 ONE Dynamic Bond Fund 769.46 1500 5.92 6.91
360 ONE Liquid Fund 502.89 1000 4.56 4.82

**All data as of October 4, 2023.

Selection Criteria: The funds chosen have demonstrated the highest Compound Annual Growth Rate (CAGR)
over the past 3 years.

360 ONE Focused Equity Fund

This fund operates as a Focused Fund and manages assets worth ₹4,437.65 crore. The 360 ONE Focused Equity Fund primarily
concentrates its investments on a limited number of carefully chosen stocks, aiming for a focused portfolio. Its expense
ratio stands at 0.9%. Over the past 3 years, it has demonstrated a Compound Annual Growth Rate (CAGR) of 26.41%. The
minimum investment required to participate in this fund is ₹1,000.

360 ONE Dynamic Bond Fund

The 360 ONE Dynamic Bond Fund is categorised as a Dynamic Bond Fund and manages assets worth ₹769.46 crore. This fund is
flexible in its approach, adjusting its bond holdings according to market conditions, with a focus on generating
returns. It maintains a low expense ratio of 0.27%. Over the past 3 years, it has achieved a CAGR of 5.92%. To enter
this fund, a minimum investment of ₹1500 is required.

360 ONE Liquid Fund

Operated as a Liquid Fund, the 360 ONE Liquid Fund holds assets totalling ₹502.89 crores with an expense ratio of 0.2%.
This fund primarily invests in highly liquid, low-risk instruments, making it suitable for investors seeking short-term
liquidity and stability. Over the previous 3 years, it has yielded a CAGR of 4.56%. The minimum investment amount for
this fund is ₹1,000.

Mutual Funds Calculators

360 ONE Mutual Fund FAQs

How to start 360 One Mutual Fund SIP online?

There are two ways to do this. For a hassle-free investing experience, you can invest in 360 One Asset Management SIP online through the Angel One app or web platform. This will allow you to track all your investments in one place. Alternatively, you can start investing in 360 One Asset Management SIP online through AMC’s official website.

Which scheme is the best in 360 One Mutual Fund?

Determining the best scheme for the 360 One Mutual Fund depends on several factors. This includes the scheme's investment objective, risk level, associated costs, etc. Additionally, consider your goals, risk appetite, and investment time horizon when selecting the scheme best suited for your needs.

How to redeem 360 One Mutual Fund online?

There are two ways of doing this. You can initiate your redemption request by visiting the Angel One web platform or app. Alternatively, you can also redeem your investments by visiting the AMC website.

Are 360 One Mutual Fund schemes tax-free?

Not all schemes are tax-free. As with any other ELSS, the one offered by 360 One Mutual Fund also comes with tax benefits. By investing in 360 One Mutual Fund ELSS Funds, you can claim a tax deduction of up to ₹1.5 lakh under Section 80C every financial year.

Who owns the 360 One Mutual Fund?

360 One is a trust settled by 360 One Holdings Limited (formerly known as India Infoline Limited). 360 One Holding Limited was established by Mr Nirmal Jain, who continues to be the chairman to date.