The investment strategy focuses on constructing a concentrated portfolio comprising 20-25 equities, with a predominant allocation to large-capitalization companies. Investment selection prioritizes undervalued securities, identified by a significant discount to their intrinsic value, and companies exhibiting clear earnings visibility. Alpha generation is pursued through dynamic sector rotation, strategically aligning the portfolio with evolving economic cycles. Portfolio construction will adhere to the SCDV framework.
The investment strategy aims to achieve sustained capital growth for investors by allocating assets to a diversified portfolio of equity and equity-linked instruments.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | 0.73% | -0.24% | 0.97% |
| 3 MONTHS | 3.57% | 5.02% | -1.45% |
| 6 MONTHS | -2.22% | 1.63% | -3.85% |
| 1 YEAR | 3.01% | 7.63% | -4.62% |
| 2 YEAR | 8.74% | 11.64% | -2.90% |
| 3 YEAR | 13.89% | 16.40% | -2.51% |
| 5 YEAR | 13.90% | 16.82% | -2.92% |
| SINCE INCEPTION | 20.49% | 15.49% | 5.00% |
| Year | Return |
|---|---|
| CY 2025 | 3.01% |
| CY 2024 | 14.81% |
| CY 2023 | 24.90% |
| CY 2022 | -1.45% |
| CY 2021 | 31.66% |
| CY 2020 | 21.03% |
| CY 2019 | 16.95% |
| CY 2018 | -5.50% |
| CY 2017 | 20.27% |
| CY 2016 | 7.14% |
| CY 2015 | 4.83% |
| CY 2014 | 137.04% |
| CY 2013 | 17.21% |
| Year | Return |
|---|---|
| FY 26_YTD | 6.36% |
| FY 25 | 9.46% |
| FY 24 | 31.13% |
| FY 23 | -1.26% |
| FY 22 | 22.90% |
| FY 21 | 68.47% |
| FY 20 | -19.73% |
| FY 19 | 13.21% |
| FY 18 | -3.68% |
| FY 17 | 26.74% |
| FY 16 | -4.55% |
| FY 15 | 51.11% |
| FY 14 | 93.23% |
| FY 13 | 17.21% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager
Nishant possesses fifteen years of dedicated experience in the investment domain. His tenure at 360 ONE commenced in January 2022. Preceding this role, he was an integral part of the Institutional Equities team at ICICI Securities Ltd., where he spearheaded research initiatives for the automotive sector. Nishant holds an MBA, complemented by an engineering academic foundation.
AMC: 2.5%
AMC: No Option
Hurdle: No Option
Profit Sharing: No Option
Year 1: 3%
Year 2: 2%
Year 3: 1%
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Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.
This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
Last Updated: January 2026 · Published by Affluense AI (affluense.ai)
