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Focused Fund📊 NIFTY 500 TRI(SEBI default)

360 ONE Focused Fund · Regular · Growth

360 ONE Mutual Fund

#12 of 28 (1Y)

NAV

₹47.0488

as of 28 Sept 2026

Expense Ratio

2.15%

AUM

₹6,544 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+2.58%
3Y
+9.40%
5Y
+9.56%
Since Inception
+13.76%

SIP returns (XIRR)

1Y
+1.77%
3Y
+4.05%
5Y
+9.11%
Since Inception
+14.22%

What history actually did — last 10 years (Sept 2016 – Sept 2026)

A ₹5,000 monthly SIP for the last 10 years (Sept 2016 – Sept 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹12,51,506 today — ₹6,00,000 invested, 14.2% XIRR.

₹6,00,000

Invested

₹12,51,506

Value today

14.2%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 10 years (Sept 2016 – Sept 2026)

Real NAV backtest

₹1,00,000 invested 10 years ago would be ₹3,73,955 today (14.1% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Sept 2016 would still hold ₹24,88,046.

Fund vs Benchmark (TRI)

Same SIP, benchmark total-return index

The same SIP would be worth ₹12,51,506 in this fund vs ₹11,47,923 in the benchmark — outperformance of ₹1,03,583.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 10 years (Sept 2016 – Sept 2026) (22 Mar 2020) would be ₹3,78,723 today (3.79×).

Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.

Risk Metrics

Trailing 1 year, annualised

0.24

Sharpe Ratio

+0.05

Alpha

0.31

Beta

0.23

Sortino

14.56%

Std Dev

-14.41%

Max Drawdown

Performance Comparison

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Fund Details

Fund House360 ONE Mutual Fund
CategoryFocused Fund
BenchmarkNIFTY 500 TRI ✓
Launch Date31 Oct 2014
AMFI Code131578
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹1,000
Exit LoadEntry Load : Nil Exit Load : Nil

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

What this fund does

360 ONE Focused Fund · Regular · Growth is a focused equity fund that invests in a concentrated portfolio of up to 30 stocks across market capitalisations. This high-conviction approach allows the fund manager to allocate significant capital to their best ideas.

About This Fund

360 ONE Focused Fund · Regular · Growth is a Focused Fund mutual fund offered by 360 ONE Mutual Fund. The fund has been operational for over 11 years. It manages assets worth ₹6,544 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.15%.

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