December 6, 2023
mayank
360 ONE Quant Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by Chanakyamfguidance.com
Table of Contents:
- What is the Current NAV?
- Suitable For Which Investors?
- What is Fund’s Investment Strategy?
- Who is the fund Manager?
- What is investment Details?
- What is Basic Details?
- What is Trailing Returns (%)?
- Peer Comparison of Funds?
- Should You Invest in this Fund?
- Invest Online
Suitable For Which Investors?
This is a fund that invests mainly in companies that adhere to the narrow investment mandate mentioned in its investment objective.
We believe that investors should avoid funds that have a narrowly defined investment focus such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.
But if you do invest, you must do so only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks to generate long term capital appreciation for investors from a portfolio of equity and equity related securities selected based on quant theme.
Fund Manager:
1) Parijat Garg
Education: Mr. Garg is a computer science engineer from IIT Bombay and a CFA charter holder.
Experience: Prior to joining IIFL Asset Management Limited, he has worked with Quadeye Securities LLP as a portfolio manager and Tower Research Capital (India) as a quant analyst.
Investment Details
| Min. Investment (Rs) | 1,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 1,000 |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption Within 365 days |
Basic Details of 360 ONE Quant Fund
| Fund House | 360 ONE Mutual Fund |
| Launch Date | 29-Nov-21 |
| Return Since Launch | 20.32% |
| Benchmark | S&P BSE 200 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 66 Cr |
| (As on 31-Oct-2023) | |
| Expense | 0.43% |
| (As on 31-Oct-2023) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 129.00% |
360 ONE Quant Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| 360 ONE Quant Dir | 38.24 | -0.14 | 10.60 | 13.78 | 28.28 | 34.22 | — | — | — | — |
| S&P BSE 500 TRI | 21.05 | 0.79 | 9.32 | 7.71 | 17.49 | 17.11 | — | — | — | — |
Peer Comparison of 360 ONE Quant Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| 360 ONE Quant Dir | Unrated | 34.22 | — | — | 0.43 | 66 | 20.32 | 1.00 (365) | 2Y | 129.00 |
| ICICI Pru Ind Opp Dir | Unrated | 29.70 | 35.52 | — | 0.66 | 12,448 | 23.90 | 1.00 (365) | 4Y 10M | 45.00 |
| ICICI Pru Business Cycle Dir | Unrated | 25.49 | — | — | 0.81 | 6,613 | 23.84 | 1.00 (30) | 2Y 10M | 43.00 |
| ICICI Pru Innovation Dir | Unrated | — | — | — | 0.79 | 2,922 | 29.50 | 1.00 (365) | 7M | 61.00 |
| Sundaram Srvices Dir | Unrated | 21.67 | 27.22 | 22.88 | 0.83 | 2,807 | 22.40 | 1.00 (365) | 5Y 2M | 33.00 |
Portfolio Analysis of 360 ONE Quant Fund
| No. of Stocks | 34 |
| Top 10 Stocks | 37.48% |
| Top 5 Stocks | 21.25% |
| Top 3 Sectors | 47.64% |
| Portfolio P/B Ratio | 3.40 |
| Portfolio P/E Ratio | 16.89 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 95,964 | 1,11,377 |
| Giant (%) | 27.94 | 43.63 |
| Large (%) | 53.88 | 25.25 |
| Mid (%) | 18.17 | 25.90 |
| Small (%) | — | 13.07 |
| Tiny (%) | — | 1.30 |
How to Invest in 360 ONE Quant Fund?
Chanakya’s Mutual Fund Guidance For 360 ONE Quant Fund
Do not invest in this, or any other thematic fund, if you need to redeem your investment in less than five years.
Apply Online: https://www.iiflmf.com/
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