Investing in a concentrated basket of 20-25 stocks with a bias towards large Cap stocks. Investing in stocks that are available at significant discount to their intrinsic value, Investing in stocks that provide earnings visibility, Actively use sector rotation to align with changes in business cycles to generate Alpha. Portfolio Manager shall follow the SCDV framework for portfolio construction.
The objective of the strategy is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | 0.73% | -0.24% | 0.97% |
| 3 MONTHS | 3.57% | 5.02% | -1.45% |
| 6 MONTHS | -2.22% | 1.63% | -3.85% |
| 1 YEAR | 3.01% | 7.63% | -4.62% |
| 2 YEAR | 8.74% | 11.64% | -2.90% |
| 3 YEAR | 13.89% | 16.40% | -2.51% |
| 5 YEAR | 13.90% | 16.82% | -2.92% |
| SINCE INCEPTION | 20.49% | 15.49% | 5.00% |
| Year | Return |
|---|---|
| CY 2025 | 3.01% |
| CY 2024 | 14.81% |
| CY 2023 | 24.90% |
| CY 2022 | -1.45% |
| CY 2021 | 31.66% |
| CY 2020 | 21.03% |
| CY 2019 | 16.95% |
| CY 2018 | -5.50% |
| CY 2017 | 20.27% |
| CY 2016 | 7.14% |
| CY 2015 | 4.83% |
| CY 2014 | 137.04% |
| CY 2013 | 17.21% |
| Year | Return |
|---|---|
| FY 26_YTD | 6.36% |
| FY 25 | 9.46% |
| FY 24 | 31.13% |
| FY 23 | -1.26% |
| FY 22 | 22.90% |
| FY 21 | 68.47% |
| FY 20 | -19.73% |
| FY 19 | 13.21% |
| FY 18 | -3.68% |
| FY 17 | 26.74% |
| FY 16 | -4.55% |
| FY 15 | 51.11% |
| FY 14 | 93.23% |
| FY 13 | 17.21% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager
Nishant Brings with him 15 years of Investment Experience. Prior to Joining 360 One In January 2022, he was associated with ICICI Securities Ltd in Institutional Equities team where he was leading the Automative sector research practice. Nishant has done MBA with an Engineering Background.
AMC: 2.5%
AMC: No Option
Hurdle: No Option
Profit Sharing: No Option
Year 1: 3%
Year 2: 2%
Year 3: 1%
* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.
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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)
