Should I invest in 360 ONE Focused Fund?

We don't give personal investment advice. 360 ONE Focused Fund - Regular Plan - Dividend is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.7%. 5-year CAGR: 12.20%.

360 ONE

360 ONE Focused Fund - Regular Plan - Dividend

Latest NAV

₹40.1179

As of

3 Jun 2026

2,852 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.21%	+0.20%	+0.02	9 / 19	Q2
1W	-1.74%	-1.80%	+0.05	6 / 19	Q2
2W	+0.07%	0.00%	+0.08	7 / 19	Q2
1M	-0.31%	-0.51%	+0.20	8 / 19	Q2
3M	-1.40%	-2.30%	+0.90	8 / 19	Q2
6M	-4.67%	-7.29%	+2.63	7 / 19	Q2
YTD	-5.05%	-7.45%	+2.40	5 / 19	Q2
1Y	-2.15%	-4.23%	+2.09	9 / 19	Q2
2Y	-0.07%	-0.82%	+0.76	12 / 19	Q3
3Y	+11.92%	+8.46%	+3.46	7 / 18	Q2
4Y	+13.84%	+8.20%	+5.65	2 / 15	Q1
5Y	+12.20%	+6.81%	+5.39	2 / 13	Q1
7Y	+15.30%	+7.60%	+7.70	1 / 6	Q1
10Y	+13.98%	+5.62%	+8.36	1 / 4	Q1
Inception	+12.61%	+9.90%	+2.71	7 / 19	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-5.05%	-7.45%	+2.40	5 / 19
2025	+4.51%	-0.22%	+4.73	5 / 19
2024	+14.68%	+15.57%	-0.88	9 / 18
2023	+29.00%	+21.71%	+7.28	2 / 16
2022	-0.92%	-4.34%	+3.42	8 / 14
2021	+36.01%	+27.68%	+8.33	3 / 12
2020	+23.40%	+14.51%	+8.89	1 / 9
2019	+26.57%	+13.32%	+13.24	1 / 4
2018	-6.58%	-11.02%	+4.44	1 / 4
2017	+14.01%	+22.41%	-8.40	4 / 4
2016	+9.32%	-2.91%	+12.22	1 / 4

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+14.56%

130 windows

min -18.2% · max 82.3%

79% positive

3-Year rolling

+15.29%

105 windows

min -0.7% · max 33.1%

99% positive

5-Year rolling

+16.31%

81 windows

min 0.6% · max 25.2%

100% positive

7-Year rolling

+15.93%

57 windows

min 11.1% · max 19.4%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

12.66%

3-year · annualised

Sharpe ratio

0.44

vs risk-free 6.5%

Sortino ratio

0.69

Downside-only deviation

Max drawdown

-17.73%

Sep 2024 → Mar 2026

% positive months

72.2%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Focused Fund

Scheme	Fund house	NAV	As of
Invesco India Focused Fund - Regular Plan - IDCW (Payout / Reinvestment)	Invesco	₹18.8000	3 Jun 2026
Motilal Oswal Focused Fund Regular - IDCW Payout/Reinvestment	Motilal Oswal	₹19.2160	3 Jun 2026
Mirae Asset Focused Fund Regular IDCW	Mirae Asset	₹21.2930	3 Jun 2026
Kotak Focused Fund- Regular Plan-Income Distribution cum capital withdrawal option	Kotak	₹25.6600	3 Jun 2026
Edelweiss Focused Fund - Regular Plan - IDCW	Edelweiss	₹15.8590	3 Jun 2026
DSP Focused Fund - Regular Plan - IDCW	DSP	₹19.0370	3 Jun 2026
HSBC Focused Fund - Regular IDCW	HSBC	₹17.7033	3 Jun 2026
BARODA BNP PARIBAS Focused Fund - Regular Plan - IDCW Option	Baroda BNP Paribas	₹13.3963	3 Jun 2026
Canara Robeco Focused Fund - Regular Plan - IDCW (Payout/Reinvestment)	Canara Robeco	₹16.5400	3 Jun 2026
UTI Focused Fund - Regular Plan - IDCW Payout Option	UTI	₹14.4988	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹40.1179
2 Jun 2026	₹40.1304
1 Jun 2026	₹40.0453
29 May 2026	₹40.7555
27 May 2026	₹41.2323
26 May 2026	₹40.8416
25 May 2026	₹40.9299
22 May 2026	₹40.5457
21 May 2026	₹40.3022
20 May 2026	₹40.2585

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of 360 ONE Focused Fund - Regular Plan - Dividend is ₹40.1179. It's a Focused Fund from 360 ONE, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

360 ONE Focused Fund - Regular Plan - Dividend has NAV history starting from 31 Oct 2014, a track record of about 11 years 7 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

360 ONE Focused Fund - Regular Plan - Dividend is managed by 360 ONE. It's classified by AMFI under the 'Focused Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, 360 ONE Focused Fund - Regular Plan - Dividend has delivered a absolute return of -2.15% — +2.09 pp ahead of the Focused Fund category average of -4.23%. The fund ranks #9 of 19 in its category — the second (Q2) quartile.

Over the trailing 3-year window, 360 ONE Focused Fund - Regular Plan - Dividend has delivered a CAGR of 11.92% — +3.46 pp ahead of the Focused Fund category average of 8.46%. The fund ranks #7 of 18 in its category — the second (Q2) quartile.

Over the trailing 5-year window, 360 ONE Focused Fund - Regular Plan - Dividend has delivered a CAGR of 12.20% — +5.39 pp ahead of the Focused Fund category average of 6.81%. The fund ranks #2 of 13 in its category — the top (Q1) quartile.

₹1 lakh invested in 360 ONE Focused Fund - Regular Plan - Dividend exactly 10 years ago would be worth approximately ₹369,968 today — a multiplier of 3.70×, based on the 10-year CAGR of 13.98%. The category average over the same window would have grown ₹1 lakh to ₹172,712.

A ₹10,000 monthly SIP in 360 ONE Focused Fund - Regular Plan - Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹754,771 today. That's an XIRR (money-weighted annualised return) of 9.11%.

A ₹10,000 monthly SIP for 10 years in 360 ONE Focused Fund - Regular Plan - Dividend = ₹1,200,000 invested. It would currently be worth ₹2,499,264 (multiplier 2.08×). XIRR: 14.04%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, 360 ONE Focused Fund - Regular Plan - Dividend ranks #2 out of 13 funds in the Focused Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 6.81%; this fund delivered 12.20%.

The worst peak-to-trough decline 360 ONE Focused Fund - Regular Plan - Dividend has experienced over the last 5-year window is 21.68% — its NAV fell from a high on 17 Jan 2022 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, 360 ONE Focused Fund - Regular Plan - Dividend averaged 16.31% (best 25.19%, worst 0.57%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.45 — weak risk-adjusted performance.

In calendar year 2025, 360 ONE Focused Fund - Regular Plan - Dividend returned 4.51% — beating the Focused Fund category average of -0.22% by 4.73 pp. It ranked #5 of 19 in its category that year.

360 ONE Focused Fund - Regular Plan - Dividend is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. 360 ONE Focused Fund - Regular Plan - Dividend is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.7%. 5-year CAGR: 12.20%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.