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
₹43.29
-0.02%
NAV as on 30 Apr 24, 12:00 AM
very high risk
focused fund
equity
NAV as on 30 Apr 24, 12:00 AM
very high risk
focused fund
equity
39.37%p.a.
Last 1Y
21.77%p.a.
Last 3Y
22.06%p.a.
Last 5Y
16.17%p.a.
Since Inception
About 360 ONE Focused Equity Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the 360 ONE Focused Equity Fund Growth 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 Growth is Focused Fund fund of its category with 6,794.35 Cr fund under management as on Apr 2024. The expense ratio of this fund is less than that of most other Fund category Focused Fund funds.
- 360 ONE Focused Equity Fund Growth delivered 39.4% annual returns during the last year. It has delivered 16.2% average annual returns since the fund was launched.
- 360 ONE Focused Equity Fund Growth 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
7.84%
Tata Motors Ltd
7.42%
ICICI Bank Ltd
7.38%
Infosys Ltd
5.92%
NTPC Ltd
5.26%
Larsen & Toubro Ltd
4.65%
Indus Towers Ltd Ordinary Shares
4.46%
Bharti Airtel Ltd
4.21%
Cholamandalam Investment and Finance Co Ltd
3.72%
Motherson Sumi Wiring India Ltd
3.61%
Fund Managers
- Mayur Patel (Nov 2019 - Present)
Key Information
View Scheme Document
360 ONE Focused Equity Fund Growth SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on 360 ONE Focused Equity Fund Growth
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 Growth?
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 Growth
- 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
Similar Funds
Funds
3Y Return
SBI Focused Equity Fund Growth
very high risk | equity
16.7%
Axis Focused 25 Fund Growth
very high risk | equity
9.2%
Franklin India Focused Equity Fund Growth
very high risk | equity
22.8%
Frequently Asked Questions
Copyright | 2021 @ SBNRI | All Rights Reserved