360 ONE Mutual Fund

360 ONE Mutual Fund is a Trust settled by IIFL Finance Limited (previously known as IIFL Holdings Limited) on April 29, 2010. A supplemental trust deed was entered on October 18, 2013, between 360 WAM Limited (Sponsor) and 360 ONE Asset Trustee Limited (Formerly known as IIFL Trustee Limited) (Trustee), replacing 360 ONE WAM as the Sponsor of the Mutual Fund. The Mutual Fund was registered with SEBI on March 23, 2011.

According to the SEBI No Objection Certificate dated February 1, 2023, a supplemental trust deed was executed to formalise the name change of the Trustee from IIFL Trustee Limited to 360 ONE Asset Trustee Limited and the Mutual Fund from IIFL Mutual Fund to 360 ONE Mutual Fund. 360 ONE WAM Limited, earlier known as IIFL Wealth Management Limited, was established on 17th January 2008. 360 ONE WAM operates as the Sponsor of 360 ONE Mutual Fund. 360 ONE Asset Trustee Limited, once known as IIFL Trustee Limited, was incorporated on June 05, 2009, and is a Trustee to 360 ONE Mutual Fund. 

Key Information About 360 ONE Mutual Fund

How to Invest in the 360 ONE Mutual Fund

Investing in the best 360 ONE Mutual Funds can be a complex process. To make it easier, here is a step-by-step guide:

1. Choose Your Mutual Fund Type

According to your risk tolerance (low, mid, or high) and financial goals, choose your mutual types, such as equity, debt, hybrid, index, and sector funds.

2. Select a Mutual Fund Scheme

After carefully analysing the historical returns, expense ratio, reviews, and ratings of different schemes, choose your preferred 360 ONE Mutual Fund.

3. Login or Open a Demat Account

Log in to your Stack Wealth account. If you do not have an account, you can register with your mobile number and create a new one immediately.

4. Complete KYC (Know Your Customer) Requirements

The next step involves providing personal information and verifying identity. You must upload a government-issued ID such as PAN, Aadhar and proof of address. Follow the instructions in the app to complete this step smoothly.

5. Select Investment Mode (SIP or lumpsum)

If you prefer regular, disciplined investing, you can set-up a systematic investment plan (SIP), which is periodic (monthly, quarterly, etc.). Alternatively, if you have a large amount to invest, you can make a lump-sum investment. Select the investment period of your choice.

6. Confirm and Track Your Investment

After setting up your investment, sit back and watch your money grow. The Stack Wealth app will provide regular updates and reports on your portfolio’s performance. You can also adjust your investments or withdraw funds as needed.

List of Best 360 ONE Mutual Funds in India

Here is the list of some of the best 360 ONE Mutual Funds in India:

* All data as of 28 Feb 2025 

Detailed Overview of 360 ONE Mutual Fund Schemes

Now, let’s discuss these 360 ONE Mutual Fund schemes in detail:

1. 360 ONE Flexicap Fund - Direct Plan-Growth

360 ONE Flexicap Fund is an open-ended dynamic equity scheme that primarily invests in equity and equity-related securities across the entire market capitalisation range (large, mid, and small-cap stocks) and the remaining portion in debt and money market instruments to generate long-term capital appreciation.

• Fund Performance: Since inception, the fund's annualized returns have been around  22.34%. In a year, the current value of a Standard Investment of ₹10,000 will become around ₹11,739. 

• Minimum Investment Amount: The minimum lump sum for the 360 ONE Flexicap Fund is ₹1000; for Min Add Lumpsum, it is ₹1000; for SIP, it is ₹1000.

2. 360 ONE ELSS Tax Saver Nifty 50 Index Fund - Direct Plan-Growth

360 ONE ELSS Tax Saver Nifty 50 Index Fund is an open-ended Passive Equity Linked Saving Scheme with a statutory lock-in period of 3 years and tax benefit, replicating/tracking the Nifty 50 index. It also seeks to distribute income periodically depending on distributable surplus.

• Fund Performance: The fund's annualized returns have been around  11.87% since inception. In a year, the current value of a Standard Investment of ₹10,000 will become around ₹10,604. 

• Minimum Investment Amount: The minimum lump sum for the 360 ONE ELSS Tax Saver Nifty 50 Index Fund is ₹500; for Min Add Lumpsum, it is ₹500; for SIP, it is ₹500.

3. 360 ONE Dynamic Bond Fund - Direct Plan-Growth

360 ONE Dynamic Bond Fund is an open-ended dynamic debt scheme that invests in debt and money market instruments of various maturities to generate income and long-term gains. 

• Fund Performance: The fund's annualized returns over the past three years have been around 7.07% and 7.23%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹12,274. 

• Minimum Investment Amount: The minimum lump sum for the 360 ONE Dynamic Bond Fund is ₹10,000; for Min Add Lumpsum, it is ₹1000; for SIP, it is ₹1000.

4. 360 ONE Balanced Hybrid Fund - Direct Plan-Growth

360 ONE Balanced Hybrid Fund is a balanced scheme investing in equity and debt securities to generate long-term capital appreciation and income.

• Fund Performance: The fund's annualized returns have been around 14.56% since inception. In a year, the current value of a Standard Investment of ₹10,000 will become around ₹11,308. 

• Minimum Investment Amount: The minimum lump sum for the 360 ONE Balanced Hybrid Fund is ₹1000; for Min Add Lumpsum, it is ₹1000; for SIP, it is ₹1000.

5. 360 ONE Liquid Fund - Direct Plan-Growth

360 ONE Liquid Fund is an open-ended liquid scheme that provides liquidity with good returns proportional to low risk through a portfolio of debt securities with a 91-day residual maturity. 

• Fund Performance: The fund's annualized returns over the past three years have been around 6.57% and 5.19%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹12,103. 

• Minimum Investment Amount: The minimum lump sum for the 360 ONE Liquid Fund is ₹5000; for Min Add Lumpsum, it is ₹1000; for SIP, it is ₹1000.

6. 360 ONE Quant Fund - Direct Plan-Growth

360 ONE Quant Fund is an open-ended equity scheme that strives to generate long-term capital appreciation from a portfolio of equity and equity-related securities based on a quant theme. 

• Fund Performance: The fund's annualized returns for over 3 years and since inception have been around 21.78% and 19.51%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹18,060. 

• Minimum Investment Amount: The minimum lump sum for the 360 ONE Quant Fund is ₹1000; for Min Add Lumpsum, it is ₹1000; for SIP, it is ₹1000.

7.  360 ONE Focused Equity Fund - Direct Plan-Growth

360 ONE Focused Equity Fund is an open-ended equity scheme that invests in 30 multi-cap stocks to generate long-term wealth appreciation from a portfolio of equity and equity-related securities.

• Fund Performance: The fund's annualized returns over the past three years have been around 15.59% and 27.21%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹15,444. 

• Minimum Investment Amount: The minimum lump sum for the 360 ONE Focused Equity Fund is ₹1000; for Min Add Lumpsum, it is ₹1000; for SIP, it is ₹1000.

Top Fund Managers

Below is the list of people who have made 360 ONE Mutual Fund Investment a standout choice in a highly competitive market.

1. Anup Maheshwari

Mr. Anup Maheshwari is the co-founder and CIO at 360 ONE AMC. He has over 24 years of work experience in the financial service sector. Previously, he has been associated with DSP Investment Managers Pvt Ltd, HSBC AMC & Merrill Lynch India Equities Fund (Mauritius) Limited.

2. Mayur Patel

Mayur Patel has over 18 years of experience, including 15 years in the management domain and investment research. He is the Senior Executive Vice President of Listed Equity at 360 ONE AMC. He was previously associated with DSP Investment Managers Private Limited as a fund manager for the equity portfolios and MIP Fund. Before that, he was a part of Spark Capital, Tata Motors and CRISIL.

3. Milan Mody

Mr. Milan Mody is a currency and debt fund manager at 360 ONE AMC. He has over 18 years of work experience in the Fixed Income market. Before joining 360 ONE AMC, he was associated with ITI AMC as Fixed Income Fund Manager. He has previously worked with Darashaw, Sahara Life Insurance, Birla Sun-life Securities, and Zyfin Research Pvt. Ltd.