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| Strategy | Category | AUM (₹ Cr) | 12M | 36M | vs BM | |
|---|---|---|---|---|---|---|
| 360 ONE Open - Managed Solutions All Equity The investment objective is to construct standardized equity portfolios by primarily investing in investing in equity & equity related mutual fund schemes. The portfolio manager at its discretion shall construct the portfolio using Debt & Equity Mutual Funds and ETFs. This Portfolio is suitable to Investors who like to invest for medium and long-term duration. | Equity | 111 | -0.6 | +12.5 | +4.9 | View details → |
| 360 ONE Mandate - Conservative 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 | Multi Asset | 1,077 | +7.4 | +11.8 | +3.4 | View details → |
| 360 ONE Open - Enhancer Series - Passive Equity Enhancer The objective and purpose of this strategy is to provide risk-adjusted
long term returns by investing in a combination of direct Equity, Active & Passive Mutual Fund
schemes and Exchange Traded Funds (ETFs'). Temporary Investments would be undertaken in
liquid mutual funds | Equity | 176 | -1.2 | 0.0 | +4.3 | View details → |
| 360 ONE Mandate - Equity 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. | Equity | 1,448 | -1.0 | +12.0 | +4.4 | View details → |
| 360 ONE Premium Mixed-Ultra Conservative This is an actively managed discretionary mandate, The asset allocation is composed of liquid and money market instruments, fixed income and related instruments and hybrid equity and equity related instruments. The aim of this mandate is to manage the provident fund contribution of employees' of the client in line with the prevailing Provident Fund guidelines. | Hybrid | 328 | +4.2 | +8.1 | +3.0 | View details → |
| 360 ONE Mandate - Aggressive 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 | Multi Asset | 2,301 | +5.5 | +13.3 | +1.5 | View details → |
| 360 ONE Premium Mixed-Conservative This is an actively managed discretionary mandate. The asset allocation is composed of liquid and money market Instruments, fixed income and related instruments hybrid equity and equity related instruments. The aim of this mandate is to offer long-term capital growth through investments in line with client expectations. The portfolio is expected to have a higher risk tolerance and greater fluctuations of asset value. | Debt | 819 | +7.3 | +6.1 | +2.3 | View details → |
| 360 ONE Mandate - Balanced 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 | Multi Asset | 5,069 | +6.8 | +17.5 | +2.8 | View details → |