APMI

360 ONE Phoenix Portfolio

Investment Approach Details

₹1605.76

(AUM CR)

PMS Provider Name

360 ONE Asset Management Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity,Mutual Fund

Date Of Inception

28/01/2021

Age

4.2 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

The objective of the investment approach is to generate long term capital appreciation
for investors from a portfolio of equity and equity related securities. The investment strategy is to invest in a
portfolio following the SCDV framework (Secular, Cyclical, Defensives, Value Trap) wherein it invests in
businesses having long-term track record where profitability and growth may have been impacted by short term
cycles. The investment manager would target such opportunities having long-term mean reversion capability,
having potential for sharp improvement in fundamentals.

Fund Manager Details


Mr. Sanket Hegde Work Exp. NA Email ID sanket.hegde@360.one Mobile No 9833914523 Details NA

Mr. Sanket Hegde

Work Exp. NA

Email ID sanket.hegde@360.one

Mobile No 9833914523

Details NA


Mr.Nishant Vass Work Exp. NA Email ID NA Mobile No NA Details NA

Mr.Nishant Vass

Work Exp. NA

Email ID NA

Mobile No NA

Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 28/02/2025

1 Month Turnover

0.10

1 Year Turnover

1.02