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₹ 1Cr
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Active FundsThematic FundBSE 200 - TRI

360 ONE Quant Fund(G)-Direct Plan

1 Finance Rank:
56
1 Finance Score:
62100
Sharpe Score
74
Sortino Score
71
Jensen's Score
73
Treynor Score
72
Information Ratio Score
73
Drawdown Score
30
Crash Recovery Score
50
P/E & P/B Score
62
Fund Mgr.Score
5
1 Finance Research updated as on March 2026
1 Finance Scores reflect a holistic assessment of fund performance, risk, and costs.
AUM
₹ 807 Cr(As on 31-Mar-2026)
NAV
₹ 19.6862(As on 26-May-2026)
R- Squared
0.83%
Fund Age
4 years
No. of Stocks
37(As on 31-Mar-2026)
Expense Ratio
0.62%(As on 31-Mar-2026)
Fund Logo

56

Active FundsThematic FundBSE 200 - TRI

360 ONE Quant Fund(G)-Direct Plan

This fund ranks 56th out of 109 funds in its category.

AUM₹ 807 Cr(As on 31-Mar-2026)
NAV₹ 19.6862(As on 26-May-2026)
R- Squared
0.83%
Fund Age
4 years
No. of Stocks37(As on 31-Mar-2026)
Expense Ratio0.62%(As on 31-Mar-2026)
1 Finance Score: 62/100
Sharpe Score
74
Sortino Score
71
Jensen's Score
73
Treynor Score
72
Information Ratio Score
73
Drawdown Score
30
Crash Recovery Score
50
P/E & P/B Score
62
Fund Mgr.Score
5
1 Finance Research updated as on March 2026
1 Finance Scores reflect a holistic assessment of fund performance, risk, and costs.

Rolling Returns

Avg. Rolling Returns1 year3 year5 year7 year
Avg. Rolling Returns
1 Year
3 Years
5 Years
7 Years

“80% of mutual fund schemes lose 25% or more value due to commissions in 10 years.” Source: 1 Finance Research

Fundamental Ratios

Score Trend

1000
Sharpe Ratio
0.07
Sortino Ratio
0.1
Treynor Ratio
0.06
Jensen's Alpha
0.03%
Information Ratio
0.08
Drawdown
-15.27%
Crash Recovery
Not recovered yet
P/E ratio
39.1
P/B ratio
9.1
Fund Age
4 years
Beta
1.13
Std. Deviation
1.04%

*Most top-ranked mutual funds won't hold their rank for long. Source: 1 Finance Research

Portfolio summary

Asset Allocation

Equity
Others
98.93%
1.07%

Market Capitalisation

Large Cap
64.07%
Mid Cap
34.83%
Small Cap
0%
Others
1.1%

Equity Sector Allocation

Automobile & Ancillaries
26.91%
Finance
16.45%
Healthcare
10.83%
Chemicals
9.74%
FMCG
9.43%
Other
5.73%

Top Holdings

Holding NamesAssets (%)
Ashok Leyland Ltd.3.71%
Muthoot Finance Ltd.3.49%
Bharat Petroleum Corporation Ltd.3.13%
APL Apollo Tubes Ltd.3.12%
Torrent Pharmaceuticals Ltd.3.12%

*Most active equity funds don't beat their own benchmark over the long run. Source: 1 Finance Research

Peer comparison

Fund List1 F scoreFund SizeExpense Ratio

Pros and Cons

Pros
Cons
Low P/E and P/B may indicate weaker valuation or lack of attractiveness.
Larger drawdown and slower recovery indicate higher risk and weaker portfolio resilience.

Should you invest?

Invest if you are :

  • High-conviction in a specific theme (e.g., manufacturing, ESG, consumption). Willing to take concentrated thematic risk. Having a long-term investment horizon for the theme to play out.

Avoid if you are :

  • Unwilling to take the risk of investing in a particular sector or theme. Seeking diversified equity exposure.

*Most financial mistakes aren't about money — they're about personality. Find yours with MoneySign®

Taxation

If sold before 1 year

  • short-term capital gains taxed at 20%.

If sold after 1 year

  • long-term capital gains above ₹1.25 lakh taxed at 12.5%.

Scheme Details

Scheme Objective

  • The investment objective of the scheme is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. The stocks will be selected based onquantitative portfolio construction methods and techniques.

Exit Load

  • 1% on or before 12M, Nil after 12M

Minimum investment amount

Lumpsum

1000 (open for subscription)

Other details

Founded In2021
Email Addressservice@360.one
Fund Manager NameTotal Exp. (Years)No. of Funds Managed
Ashish Ongari0.84

About 360 ONE

  • 360 ONE Mutual Fund, formerly IIFL Wealth Mutual Fund, operates as a boutique asset manager backed by 360 ONE Asset Management Ltd., established around 2010 with offices in Mumbai's Lower Parel. It focuses on serving high-net-worth individuals through its parent company's wealth management expertise and has grown into a specialized player in the Indian mutual fund space.

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Our Advisory Includes

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Frequently Asked Questions

Are equity funds risky?

Yes, equity mutual funds do involve market risk because their returns depend on stock price changes. However, what seems risky for one person may not be for another. So the question is: Are equity mutual funds risky for you? To understand your overall financial personality, check our MoneySign®.

Talk to a Qualified Financial Advisor before making any financial decisions.

What is the minimum amount I need to start investing in an equity mutual fund?

You can start investing in equity mutual funds with as little as ₹500 a month through SIPs or ₹1,000 as a one-time payment. The amount you decide to invest should align with your budget and financial goals.

How long should I stay invested in equity mutual funds?

Equity mutual funds are well-suited for your long-term goals. It is best to keep your mutual fund investment for at least 7 to 10 years. The longer you invest, the more you can benefit from rupee-cost averaging and compounding, which helps grow your wealth. When opting for equity mutual funds, be sure to consider your investment horizon, though this should not be the only factor.

How many equity funds should I hold?

Most investors should consider holding no more than 2 to 3 well-diversified equity funds. Having too many funds can lead to overlap (owning the same stocks under different names). Therefore, focus on choosing high-quality, consistent funds rather than trying to hold too many. If you have too many mutual funds, check the Mutual Fund Overlap Calculator to identify overlap in your portfolio.

How much of your portfolio should be in equity funds?

Your ideal investment mix depends on several personal factors, including your age, profession, financial responsibilities, demographic profile, emergency fund levels, and overall financial personality. Avoid oversimplified formulas like the 50/30/20 rule or "100 minus your age" for determining equity allocation. These rules are outdated and overly generic. A personalised financial plan is far more effective because it aligns your portfolio with your real-life circumstances, helping you manage risk better and achieve more meaningful long-term results.

What is the difference between direct and regular plans?

Direct plans are purchased directly from the Asset Management Company (AMC) without distributor commissions, resulting in lower expense ratios and potentially higher long-term returns. In contrast, regular plans are sold through intermediaries and include commission costs within the expense ratio.

Can I switch from a regular plan to a direct plan for equity mutual funds?

Yes, you can. You are allowed to switch from one plan to another; however, this is treated as a redemption and reinvestment, which can trigger capital gains tax and may have exit load implications. Ensure you review your holding period and tax efficiency before making the switch, or consult your financial advisor.

How do I choose between large-cap, mid-cap, and small-cap funds?

Investors should allow the fund manager to determine the appropriate mix of large-cap, mid-cap, and small-cap exposure, rather than attempting to manage it themselves. This is why investing in a flexi cap fund is often a better choice; it provides the fund manager with the flexibility to adjust allocations based on market conditions, making it more suitable than holding separate mid-cap, small-cap, or sector-specific funds.

Disclaimer

The Information in the scoring and ranking model is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.

Don't chase past returns.
Build a portfolio for the future

Advisor 1Advisor 2Advisor 3

Our Advisory Includes

  • Portfolio diversification
  • Mutual fund tax harvesting
  • Fund overlap check & more

Your first financial plan is free