360 One Equity Mutual Fund

Investment Objective

Aimed at a maximum of 30 stocks across various sectors, 360 One Equity Mutual Funds is primarily meant to create wealth through long-term investment. By spotting opportunities for growth across numerous industries and skillfully managing risks, the fund seeks to produce steady returns. Through a carefully considered and actively managed investment strategy, it aims to expose investors to potential capital gains. With a proven bottom-up investing strategy, 360 One Equity Mutual Funds have been directed towards stocks with strong fundamentals, growth potential, and competitive advantages.

Risks Involved in 360 One Equity Mutual Fund

Investments in 360 One Equity mutual funds must be made carefully, considering one’s risk appetite. High-risk mutual funds back these funds. Although that is the case, the funds have provided their investors with decent returns over the years. Fund managers carefully assess macro trends and always encourage investors only to invest if they are willing to take selective bets for higher returns.

Return Potential of 360 One Equity Mutual Fund

360 One Equity Mutual Funds have consistently provided appreciable wealth growth, even though equity mutual funds do not always guarantee returns. Moreover, past performance can definitely allow one to make sound decisions while investing in these funds. Despite not accounting for future gains or losses, 360 One equity mutual funds have delivered 24.27% and 16.85% in the past three and five years. The expense ratio has been only 1.9%, which is, in fact, lower than the average ratio within its similar fund types. 360 One equity mutual funds are a great scheme to put money in for at least three to five years if everything remains stable.

Who Should Invest in the 360 One Equity Mutual Fund?

It is a must that the investor be willing to invest their money for a minimum of three to five years. And five years is the right time for these equity funds to mature well. Moreover, given the nature of the funds, investors must also understand that they are highly volatile, and putting in their money can mean having to bear high risk. Therefore, investors must have a high-risk appetite. Furthermore, one can invest if they want financial guidance from experienced fund managers.

Things To Consider Before Investing in 360 One Equity Mutual Fund

Equity Mutual Funds are a proven way to beat inflation by generating parallel wealth build-up. However, there are quite a few pointers that one must keep in mind before making any investments. This should be considered imperative because equities are risky, and nobody wants to lose money. So here are some prerequisites that one needs to keep in mind:

• Assess your risk tolerance and comfort level with market fluctuations. Equities can be volatile, so ensure you're prepared for potential ups and downs in the value of your investment.

• Research the historical performance of the 360 One Equity Mutual Fund. Understand its returns under different market conditions and compare them to relevant benchmarks to gauge its consistency and potential.

• Understand the fund manager's experience, track record, and investment strategy. A skilled and experienced fund manager can significantly impact the fund's performance over time.

• Evaluate the fees associated with investing in the fund, including expense ratios and any front-end or back-end loads. High fees can eat into your returns, so it's important to consider the cost-effectiveness of the investment.

Tax on 360 One Equity Mutual Fund

​​You cannot sell your investments in this fund for three years following the purchase date. Long-term capital gain tax will be due when you sell your investments after three years. If your long-term capital gain exceeds Rs. 1 lakh in a fiscal year, you will pay 10% more in taxes.