NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹39.28
-2.20%
NAV as on 20 Jan 25, 12:00 AM
very high risk
focused fund
equity
NAV as on 20 Jan 25, 12:00 AM
very high risk
focused fund
equity
15.71%p.a.
Last 1Y
14.74%p.a.
Last 3Y
20.04%p.a.
Last 5Y
16.52%p.a.
Since Inception
About 360 ONE Focused Equity Fund Payout of Income Distribution cum Cap Wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the 360 ONE Focused Equity Fund Payout of Income Distribution cum Cap Wdrl scheme from 360 ONE Asset Management Limited. It is a Focused Fund mutual fund scheme that predominantly invests in Focused Fund stocks of companies. Launched on Oct 2014, 360 ONE Focused Equity Fund Payout of Income Distribution cum Cap Wdrl is Focused Fund fund of its category with 7,305.03 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Focused Fund funds.
- 360 ONE Focused Equity Fund Payout of Income Distribution cum Cap Wdrl delivered 15.7% annual returns during the last year. It has delivered 16.5% average annual returns since the fund was launched.
- 360 ONE Focused Equity Fund Payout of Income Distribution cum Cap Wdrl scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The investment objective of the scheme is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Top 10 Holdings
HDFC Bank Ltd
9.24%
Infosys Ltd
7.18%
ICICI Bank Ltd
7.08%
Larsen & Toubro Ltd
4.92%
Tata Motors Ltd
4.92%
Bharti Airtel Ltd
4.79%
Cholamandalam Investment and Finance Co Ltd
4.37%
Divi's Laboratories Ltd
4.09%
Indus Towers Ltd Ordinary Shares
3.72%
Motherson Sumi Wiring India Ltd
3.43%
Fund Managers
- Mayur Patel (Nov 2019 - Present)
- Rohit Vaidyanathan (Jun 2024 - Present)
Key Information
View Scheme Document
360 ONE Focused Equity Fund Payout of Income Distribution cum Cap Wdrl SIP Calculator
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NRI Mutual Fund Tax on 360 ONE Focused Equity Fund Payout of Income Distribution cum Cap Wdrl
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in 360 ONE Focused Equity Fund Payout of Income Distribution cum Cap Wdrl?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in 360 ONE Focused Equity Fund Payout of Income Distribution cum Cap Wdrl
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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