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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

₹48.6375

as of 31 Jul 2026

Expense Ratio

1.79%

AUM

₹6,514 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+4.52%
3Y
+11.66%
5Y
+11.82%
Since Inception
+14.29%

SIP returns (XIRR)

1Y
+9.14%
3Y
+7.52%
5Y
+11.19%
Since Inception
+15.06%

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

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

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹13,02,876 today ₹5,95,000 invested, 15.2% XIRR.

₹5,95,000

Invested

₹13,02,876

Value today

15.2%

XIRR (p.a.)

Try the SIP calculator with this fund

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

Real NAV backtest

₹1,00,000 invested 10 years ago would be ₹3,87,930 today (14.5% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2016 would still hold ₹25,76,424.

Fund vs Benchmark (TRI)

Same SIP, benchmark total-return index

The same SIP would be worth ₹13,02,876 in this fund vs ₹12,17,407 in the benchmark — outperformance of ₹85,469.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 10 years (Aug 2016 – Jul 2026) (22 Mar 2020) would be ₹3,91,512 today (3.92×).

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

0.07

Sharpe Ratio

+0.02

Alpha

0.30

Beta

0.07

Sortino

15.06%

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

Investment Objective

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 ₹6,514 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 1.79%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
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