The investment methodology centers on constructing a portfolio aligned with the SCDV (Secular, Cyclical, Defensive, Value Trap) framework. This approach involves allocating capital to businesses with established, long-term operational histories, whose profitability and growth trajectories may have experienced temporary disruptions due to short-term market cycles.
The investment strategy is designed to achieve sustained growth in capital for investors over the long term by assembling a diversified portfolio of equities and equity-linked instruments.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | 1.22% | -0.24% | 1.46% |
| 3 MONTHS | 6.99% | 5.02% | 1.97% |
| 6 MONTHS | 2.27% | 1.63% | 0.64% |
| 1 YEAR | 6.97% | 7.63% | -0.66% |
| 2 YEAR | 12.84% | 11.64% | 1.20% |
| 3 YEAR | 21.16% | 16.40% | 4.76% |
| SINCE INCEPTION | 19.95% | 17.23% | 2.72% |
| Year | Return |
|---|---|
| CY 2025 | 6.97% |
| CY 2024 | 19.05% |
| CY 2023 | 39.70% |
| CY 2022 | 8.26% |
| CY 2021 | 27.15% |
| Year | Return |
|---|---|
| FY 26_YTD | 15.80% |
| FY 25 | 4.77% |
| FY 24 | 51.28% |
| FY 23 | 6.93% |
| FY 22 | 22.88% |
| FY 21 | 1.38% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager
Nishant possesses fifteen years of dedicated experience in the investment domain. His tenure at 360 ONE commenced in January 2022. Preceding this role, he was an integral part of the Institutional Equities team at ICICI Securities Ltd., where he spearheaded research initiatives for the automotive sector. Nishant holds an MBA, complemented by an engineering academic foundation.
AMC: 2.5%
AMC: No Option
Hurdle: No Option
Profit Sharing: No Option
Year 1: 3%
Year 2: 2%
Year 3: 1%
Get in touch with our partner to learn more about 's portfolio management services and how they align with your investment goals.
Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.
This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
Last Updated: January 2026 · Published by Affluense AI (affluense.ai)
