360 One Focused Equity Fund Review | 20% P.A. in Last 5 Yrs Video | MySipOnline

Why 360 One Focused Equity Fund is one of the best focused equity mutual fund, particularly for HNI investors. In this video, the experts of the mutual fund talk will review 360 One Focused Equity Fund direct growth and regular growth plans. Previously known as IIFL, 360 One has a proven track record of managing funds with a focused strategy. Join us as we: Unpack the Strategy: Explore the fund's focused approach and how it contributes to its success. Analyze Performance: Examine how 360 One has consistently delivered high returns. Current Viability: Assess if investing in a focused equity fund like 360 One is still a wise decision in today’s market. Whether you’re an HNI or an investor curious about focused equity funds, this video is packed with insights and in-depth analysis. Don't miss out on our expert review to inform your investment strategy. Timestamp 0:00 Disclaimer 1:14 About 360 One AMC 1:54 About Fund 2:20 Investing Strategy 3:40 Returns & Risk Analysis 5:22 Portfolio 6:34 Conclusion **************************************************************************** How to find best mutual funds https://youtu.be/dHJ6PlBMkkI?si=nhTYCp8-E3amKQUA Best Small cap Funds 2023 https://youtu.be/1-NTeiHJB40?si=SLO4mOeNFa38uUIk Best Mid cap funds 2023 https://youtu.be/gxPrsLCq0H4?si=YTfRlJkVTcxoNl_Q Best large cap funds 2023 https://youtu.be/zvTBygLB1eY?si=tq2HBPaNKSyRWREq **************************************************************************** key highlights of 360 One focused Equity Fund Review 360 One Focused Equity Fund - A Closer Look The 360 One Focused Equity Fund launhched in October 2014. As of now, the fund has grown to a sizeable asset under management (AUM) of ₹4,200 crores, marking its success in the mutual fund space. Fund Manager: Mr. Mayur Patel since 2019, Investing Strategy Explained The fund primarily invests in stocks with strong momentum with high liquidity & targeting small-cap companies. The fund aims to unearth 'hidden gems' capable of delivering high returns. Performance Consistency We assess the fund's alpha—its performance over the benchmark—which is significantly higher, indicating an effective investment strategy. Over a span of 3 and 5 years, the fund has consistently beaten the benchmark and category average, justifying its alpha. Risk Management Insights Risk management is gauged by analyzing the fund's resilience during significant market dips, specifically between 2015-17, 2020, and 2021-2023. Portfolio Composition As of the latest data, the fund holds a portfolio of 30 stocks, predominantly in large caps at about 65%, followed by mid-caps and a small percentage in small-caps. Sectoral allocation is majorly in financials, followed by automobiles, IT, and capital goods. Conclusion We believe the 360 One Focused Equity Fund is a robust choice for investors. It is best suited for equity investors with a good risk tolerance, who understand the market, and prefer investing in a concentrated portfolio strategy over a diversified one. Disclaimer: I am a SEBI Registered Investment Adviser and hold a NISM Certificate for Research Analysis, specializing in stocks and mutual funds (Global Fintech Research). The content provided on this YouTube channel, including videos, comments, and any other forms of communication, is solely for informational and educational purposes. It should not be interpreted as personal investment advice or as a recommendation to buy, sell, or hold any stocks, mutual funds, or other financial instruments. Please note that I do not solicit or accept payment for investment advice. The primary objective of this channel is to educate and assist investors in acquiring basic financial and investment planning knowledge, enabling them to make informed decisions about their investments. The opinions and analyses expressed here are grounded in my personal research and experience. They are designed to offer general advice and education to investors on financial planning, investment planning, market updates, and the selection of suitable funds or stocks. #mutualfunds #sip #360one