Strategy Return v/s Benchmark -
(As on 31 Mar 2024)
Strategy Return v/s Benchmark -
(As on 31 Mar 2024)
Duration
Strategy
Benchmark: S&P BSE 500 Total Return Index
1 Month
0.24%
0.9%
3 Months
1.13%
4.5%
6 Months
9.84%
17.4%
1 Years
27.24%
40.2%
2 Years
10.9%
17.9%
3 Years
13.96%
19.3%
5 Years
14.95%
17.4%
Since Inception (01 Dec 2017)
11.11%
--
Scheme Details
The portfolio manager is to take a concentrated position in portfolio of 20-25 stocks with a bias towards Large cap stocks# with an objective of generating wealth over long period. At the same time hedge the portfolio using At the Money Nifty 50 Put option to safeguard against downside risk.
NAV
19.47
as on 31 Mar 2024
AUM (in Cr.)
445.13
as on 31 Mar 2024
Category
Equity: Multi Cap
Inception Date
01 Dec 2017
Benchmark Name
S&P BSE 500 Total Return Index
Min. Investment
₹5,000,000
Fund Manager Name
Exit Load
1 Year: 3% , 2year : 2% , 3 Year : 1%
Top 5 Allocation
- Scrips Percentage
- HDFC Bank Ltd 7.42%
- ICICI Bank Ltd 7.16%
- Tata Motors Passenger Vehicles Ltd 6.05%
- Cash & Cash Equivalent 5.9%
- Infosys Ltd 4.94%
Composition
Information not available
- Fund Composition Percentage
- Code 500%
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Fund Manager
Anup brings with him 26 years of investment experience. He joined IIFL from DSP BlackRock Investment Managers (a joint venture between BlackRock and the DSP Group in India) in August 2018. He was associated with DSP BlackRock since July 1997 and was last designated as the Chief Investment Officer, Equities. Anup managed DSP BlackRock’s India funds from May 2001 to June 2018. For a brief period between December 2005 and May 2006, he was the CIO at HSBC Asset Management before returning to DSP BlackRock. Previously he was also associated with Chescor, a British fund management firm managing three offshore India equity funds. Anup is an alumnus of IIM Lucknow.
Fund Manager AMC Name
360 ONE Asset Management
Fund Manager AUM
5949.03 Cr
Total funds being managed by the fund manager
3
Fund Manager started managing (From)
01 Dec 2017
Fund Manager started managing (To)
Till Date.
About AMC
IIFL Asset Management is a part of the IIFL Investment Managers group. IIFL Asset Management is an India focused, global asset management company. Our differential products enable refined investors across the world to participate in India’s unique growth story. We understand the distinctions that define India’s demography and demand. A disciplined and active management approach allows us to tap into India’s potential as a unique asset class for longterm growth. IIFL Asset Management’s deep insights of the Indian story enable to create investors to generate sustainable risk adjusted returns.Driving every investment action at IIFL Asset Management are the fundamental ‘VALUE’ principles that form the core philosophy: Value creation by capital preservation blended with opportunistic growth, Active management with a longterm focus, Local expertise and rigorous research, Unafraid to be unconventional, Ethical and responsible investment.
AMC Address
IIFL Centre, 6th Floor, Kamala City, S.B Marg,Lower Parel, Mumbai - 400013
AMC SEBI registration number
INP000002676
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360 One - Multicap Advantage PMS
Return for 1Year
Strategy
27.24%
Benchmark
40.2%
Return for 1Year
Strategy
27.24%
Benchmark
40.2%
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