About Company
360 ONE Asset
360 ONE Asset offers investment solutions across public and private markets. Its capabilities include listed equities, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), private equity, private credit, structured credit, real assets and renewable energy. The platform serves individual investors, family offices and institutional investors through a range of investment strategies.
360 ONE Mandate - Equity
Fund Snapshot
|
PMS Provider Name |
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) |
|
Benchmark |
Nifty 50 TRI |
|
Strategy Name |
Equity |
|
Product Name |
Equity |
|
Date Of Inception |
05/07/2019 |
|
Age |
6.5 Years |
|
Min. Inv. Amount |
5000000 |
|
Fixed Fees Structure |
NA |
|
Fund Manager |
Mr. Arjun Kedia |
|
1 Month Turnover |
0.01 |
|
1-Year Turnover |
0.98 |
|
AUM CR |
₹1401.02 |
Purpose
The investment objective is to generate long term capital appreciation for investors by constructing customized multi-asset class portfolios in line with client specific objectives and the desired asset allocation framework. The portfolio manager at its discretion shall allocate dynamically across equity and debt securities with the endeavor to generate long term returns for investors.
How They Invest
They mix knowing the local market well with keeping up with what's happening on the ground. Their way of investing is based on complete research and a strict, scientific way of making choices. With a lot of skill in all kinds of assets, 360 ONE creates investment plans to beat the market while keeping risks in check. Their creative investment ideas are provided through top-notch investment choices made for what the client wants.
Philosophy
A fair way of handling assets is how 360 ONE works. Based on trust, openness, and teamwork, these ideas have been with them from the start and still influence how they do things. The investment way is supported by a strong risk management system to get results that are reliable.
The 360 ONE group is mostly owned by the employees. This setup lets workers act like owners and take responsibility. Their investment advantage comes from a tough and skilled team that's good at spotting great chances. Investors get experts with strong local knowledge, who usually invest for the long term.
Cut Out the Noise, Focus on What Works
There's always a lot of chatter about the market—predictions, opinions, and trends that confuse more than they help. AltPort Funds ignores the noise and focuses on a proven system that works. By focusing on quality, being consistent, and controlling risk, we help you avoid making rash decisions. This helps your portfolio grow steadily without getting sidetracked by temporary hype.
Listen to expert conversations and investment insights anytime on Spotify.
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
360 ONE Mandate - Equity
Benchmark: Nifty 50 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited)
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹1577.66 | 0.91 | 4.06 | 0.70 | 6.07 | 1.52 | 11.87 | 12.06 | 10.01 | 13.80 |
| Benchmark | NA | -1.14 | 2.89 | -3.60 | -0.35 | -1.19 | 9.00 | 9.13 | 8.32 | 11.61 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Karan Bhagat
Karan has more than two decades of experience in the financial services industry. He provides direction and leadership towards the achievement of 360 ONE's strategic goals and objectives. He has built a team of talented professionals, who work with and for some of the most distinguished family offices, institutions and wealthy families in India and abroad
View Profile →Our Investment Experts
Our experts will understand your goals, map the right strategy across AIFs, PMS, Mutual Funds and Wealth Solutions, and guide you through every step.
Subscribe to the ALTPORT newsletter
Join HNIs, family offices and NRI investors reading with us.
You're on the list
Thanks — we've added your email to the ALTPORT newsletter.