360 ONE Flexicap Fund
A symphony of
Flexibility and Expertise
360 ONE Flexicap Fund
An open-ended dynamic equity scheme investing across
Large Cap, Mid Cap and Small Cap stocks.
360 ONE Flexicap Fund
An open-ended dynamic equity scheme investing across
Large Cap, Mid Cap and Small Cap stocks.
Flexible
Flexibility to invest across large-cap, mid cap and small cap companies
Unique SCDV Framework
Proprietary framework for identifying opportunities in equities
Research Driven
Company-by-company analysis focused on identifying scale, competitive advantages, governance and valuation.
A large proportion of the portfolio is invested in quality Secular growth companies which are long term compounding stories.
Rest of the portfolio is invested across quality Cyclicals and Defensives while maintaining underweight allocation in Value traps.
C
Cyclical
Companies with
PAT growth > 15% but ROE < 15%
S
Secular
Companies with consistent
ROE & PAT growth > 15%
V
Value Traps
Companies with both
ROE & PAT growth < 15%
D
Defensives
Companies with
ROE > 15% but PAT growth <15%
are looking to diversify across various sizes of companies
are comfortable with risks associated with equity investing
want a portfolio that can adapt to various market conditions
have a long-term horizon of 5 years or more
SID
KIM
Product Leaflet
Product PresentationA flexicap fund is a mutual fund scheme that invests across market caps and sectors. This gives the fund manager the flexibility to tweak the portfolio depending on his on her view on the market and business environment and how it will impact companies of various sizes.
The investment objective of the scheme is to generate long-term capital appreciation by primarily investing in equity and equity related securities across the entire market capitalization range and investing the remaining portion in debt and money market instruments.
Mr. Mayur Patel is the fund manager and Mr. Rohit Vaidyanathan is the co – fund manager of 360 ONE Flexicap Fund.
The benchmark for the 360 ONE Flexicap Fund is BSE 500 TRI.
All eligible investors as mentioned in the SID can invest in 360 ONE Flexicap Fund. For more details, please refer “Who can invest” section of the SID of this fund.
You can invest in this fund online here. You may also apply offline by filling the Application Form and submitting it at the designated collection centres of Registrar and Transfer Agent (CAMS) / Investor Service Centre’s (ISCs) of 360 ONE Asset Management Limited (Formerly Known as IIFL Asset Management Ltd.)
Investors can enter with a minimum application amount of ₹1,000 and in multiples of ₹1 thereafter.
Yes, you can start SIP in this fund with as minimum as Rs. 1000.
No, there is no statutory lock-in period for the 360 ONE Flexicap Fund. However, redemptions before 365 days from the date of allotment of units will result in charging of exit load of 1% of the applicable NAV.
Scheme Riskometer
The risk of the scheme is Very High
Benchmark Riskometer
The risk of the benchmark is Very High
BSE 500 TRI
THIS PRODUCT IS SUITABLE FOR INVESTORS WHO ARE SEEKING*
*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.
Mutual fund investments are subject to market risks, read all scheme related documents carefully.