360 ONE Focused Equity Fund: Superior wealth creation with 4.8X growth since inception

The 360 ONE Focused Equity Fund has completed 12 years since its launch in October 2014. In the 12 years since its inception, the fund has shown outstanding, consistent performance, delivering a 14.3% CAGR, compared to the 13.81% average return of all other funds in the category.

What are Focused Equity Funds?

These funds invest in a relatively concentrated portfolio of high-conviction stocks. As per SEBI guidelines, focused equity funds can invest in a maximum of 30 stocks. A portfolio with higher allocations to top-performing stocks in different industry sectors has the potential to outperform a portfolio with a larger number of stocks but lower allocations to top performers. Each stock in a focused fund is expected to contribute significantly to the fund's overall performance. Adding a focused fund to your mutual fund portfolio may increase potential portfolio alphas.

360 ONE Focused Equity Fund

The 360 ONE Focused Equity Fund (Regular Growth Option) has assets under management of Rs 6697.9 Crores (as on 27^th August 2026. The scheme’s benchmark is S&P BSE 500 TRI. Mayur Patel is the fund manager and has been managing the scheme since November 2019. Mr. Rohit Vaidyanathan is the Co-Fund Manager of the scheme.

Wealth Creation with 360 ONE Focused Equity Fund

If you had invested Rs 1 lakh in the fund at the time of its inception, your investment in the regular plan would have grown to more than 4.8X, to Rs 4.86 lakhs, in 12 years (as of 27^th August 2026). A monthly SIP of Rs 10,000/- started in the fund at its inception would have helped you accumulate a corpus of Rs 36.7 lakhs (data as on 27^th August 2026) (See chart below)

Source: Advisorkhoj Research as of 27^th August 2026

Rolling Returns Vs Focused Equity Category

The chart below shows the 5-year rolling returns of the 360 ONE Focused Equity fund compared to the returns of all the other funds in the category since the inception of the scheme. You can see that the fund has outperformed the category in most instances by a wide margin.

Source: Advisorkhoj Research as of 27^th August 2026

The return statistics represent the number of times that the fund has delivered returns greater than 20% Vs the funds in the category. While the 360 ONE Focused Equity delivered above 20% returns 31.8% of the times, the category average returns above 20% were only 9.55% of the time.

Source: Advisorkhoj Research as of 27^th August 2026

Quartile Ranking

The graphic below shows that the fund featured in the top two quartiles in 7 out of the 11 years since its inception.

Source: Advisorkhoj Research as of 27^th August 2026

Investment Strategy

• The fund identifies the sectors that are likely to do well in the medium term, based on the business cycle of the economy and takes focused exposure to stocks in identified sectors.


• The sectors are actively monitored and changes made to invest in sectors that will benefit from the current stage of the business cycle.


• The fund manager analyses the business cycle, which reflects the fluctuations of activity in an economy, can be a critical determinant of equity sector performance over the longer term


• Historically changes in key economic indicators have provided a fairly reliable guide to recognizing the different phases of an economic cycle-Early, Mid and Late.


• The business cycle approach to sector investing uses probabilistic analysis to identify the shifting phases of the economy, which provides a framework


• Generating outperformance among equity sectors with a business cycle approach may be enhanced by adding complementary analysis on industries and inflation, as well as fundamental security research, among other factors


• The scheme is market cap and sector agnostic. Currently, 61% of the scheme portfolio is in large cap, 21% in midcap and 15% in small cap.

Current Portfolio

Source: Fund Factsheet as of 31^st July 2026

Who should invest in 360 One Focused Equity Fund?

• Investors looking for capital appreciation and wealth creation.


• Investors should have at least a 5-year investment horizon in this scheme.


• Investors with high to very high-risk appetites.


• You can invest in this scheme either in lump sum or through


• Investors should consult with their financial advisors if 360 One Focused Equity Fund is suitable for their investment needs.

Consult your financial planner or a mutual fund distributor to understand if the 360 ONE Focused fund is suitable for you.