360 ONE Focused Fund Regular Growth

• Alpha 5.60%
• Beta 1.01
• Sharpe Ratio0.39
• Std Deviation 13.94%
• Tracking Error 8.36%

The investment objective of the scheme is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

The 360 ONE Focused Fund Regular Growth has an AUM of 6837.07 crores & has delivered CAGR of 14.31% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.79%. The minimum investment in 360 ONE Focused Fund Regular Growth is Rs 1000 and the minimum SIP is Rs 1000.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include ICICI Bank, Indus Towers, Bharti Airtel & Cholamandalam Investment and Finance Company Ltd.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Construction Services & Electronic Instr. & Controls.

Some of the similar funds are Invesco India Focused Fund Regular Growth, Kotak Focused Fund Regular Growth, Aditya Birla Sun Life Focused Fund Growth, 360 ONE Focused Fund Regular Growth, Mirae Asset Focused Fund Regular Growth. 360 ONE Focused Fund Regular Growth has a sharpe ratio of 0.39 & a standard deviation of 13.94%.