MonitorDirect · GrowthWatch before adding
360 ONE Focused Fund
360 ONE Mutual FundEquity Schemes - Focused Fund12 years
The scheme seeks to generate long term capital appreciation for investors from a portfolio of equity and equity related securities.
- NAV
- 54.1948
- 30 Oct 2026
- 1Y
- -0.6%
- Trailing CAGR
- AUM
- ₹6,496.14 Cr
- 30 Sept 2026
- Volatility
- High
- 16.4% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 30 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · The fund beat the category median in 56% of rolling 1-year windows.
Fits if · Risk-adjusted return sits above the documented risk-free proxy.
Prefer peers if · Prefer Canara Robeco Focused Fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
12.0 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
1.25% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Watch
Peak-to-trough -36.6%. Ask whether you can hold through a similar fall.
Vs category
Watch
50% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
Watch
Viral Mehta · 0.3 years on the scheme.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Pass
Top 10 holdings ≈ 49.0% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 37%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-0.6%
- 3Y+11.8%
- 5Y+10.3%
- 10Y+15.2%
- SI+15.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+3.5%
- 3Y+4.6%
- 5Y+10.2%
- 10Y+15.4%
- Since inception
- +15.0%
- Calendar-day CAGR
- Excess 1Y
- +5.4%
- Category median, same plan and option
- 3Y win rate
- +50%
- Windows beating the median
- 3Y percentile
- 44
- Vs comparable share classes
- SIP 3Y XIRR
- +4.6%
- Simulated monthly SIP
- Worst rolling 3Y
- -0.6%
- 2218 daily-ending windows
- Median rolling 3Y
- +17.0%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1728 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -36.6%
- Worst peak-to-trough
- Current
- -4.6%
- Below last peak
- Current spell
- 85 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 16 days
- 141 recovered episodes
- Longest recovery
- 483 days
- Trough to prior peak
20 Feb 2020 – 5 Nov 2020
Trough 23 Mar 2020 · recovered in 227 days
-36.6%
17 Jan 2022 – 10 May 2023
Trough 20 Jun 2022 · recovered in 324 days
-21.3%
31 Aug 2018 – 20 May 2019
Trough 25 Oct 2018 · recovered in 207 days
-19.8%
3 Mar 2015 – 4 Jul 2016
Trough 25 Feb 2016 · recovered in 130 days
-18.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
44
Vs category
84
Consistency
53
Risk-adjusted
55
Drawdown
9
Mean
49
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 56% of rolling 1-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
Portfolio
30 Sept 2026 · 31 holdings · top 10 are 49.0%.
- Top 5
- 27.1%
- Top 10
- 49.0%
- Largest holding
- 7.2%
- Effective holdings
- 26.0
ICICI Bank Ltd
Financial
7.2%
Kotak Mahindra Bank Ltd
Financial
5.1%
Zomato Ltd
Technology
5.0%
Bharti Airtel Ltd
Technology
4.9%
Axis Bank Ltd
Financial
4.9%
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Canara Robeco Focused Fund
Canara Robeco Mutual Fund
- 1Y
- -8.2%
- 3Y
- +12.5%
- Vol
- 13.4%
- Max DD
- -18.1%
- Sharpe
- 0.60
- 3Y win
- +71%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Invesco India Focused Fund
Invesco Mutual Fund
- 1Y
- +3.3%
- 3Y
- +21.4%
- Vol
- 15.2%
- Max DD
- -22.0%
- Sharpe
- 0.96
- 3Y win
- +96%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Mahindra Manulife Focused Fund
Mahindra Manulife Mutual Fund
- 1Y
- -7.7%
- 3Y
- +12.6%
- Vol
- 14.2%
- Max DD
- -16.5%
- Sharpe
- 0.89
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
HSBC Focused Fund
HSBC Mutual Fund
- 1Y
- +0.4%
- 3Y
- +13.4%
- Vol
- 15.7%
- Max DD
- -21.2%
- Sharpe
- 0.76
- 3Y win
- +29%
- Lower volatility
- Shallower drawdown
- Lower TER
- Higher trailing returns
ICICI Prudential Focused Fund
ICICI Prudential Mutual Fund
- 1Y
- -4.9%
- 3Y
- +16.4%
- Vol
- 15.1%
- Max DD
- -34.1%
- Sharpe
- 0.63
- 3Y win
- +47%
- Lower volatility
- Shallower drawdown
- Lower TER
- Higher trailing returns