Category 3ActiveEquity

360 ONE Equity Opportunity Fund– Series 4

360 ONE Asset Management logo

360 ONE Asset Management

Fund profile

About the Fund

360 ONE Equity Opportunity Fund – Series 4 seeks long-term capital appreciation through equity, equity-related and other permissible securities. It focuses on businesses at the cusp of recovery or turnaround, where operational improvement or changing market perceptions may unlock value. The strategy may temporarily use debt and money-market instruments while capital is being deployed.

Source: About the Fund PDF.

Key metrics

AUM

₹407.08 Cr

Minimum investment

₹1 Cr

Vintage

2025

1-year return

+14.74%

Since inception

+16.66%

Inception

21 Mar 2025

Source-verified detail

Key Information

Fund manager

Mithul Patel

Investment manager

360 ONE Asset Management

SEBI category

Category 3

Strategy

Equity

Benchmark

BSE 500 TRI

Management fee

2.25%

Top 10 weight

37.94%

Equity deployed

85.72%

Status

Active

Data as of

31 Jul 2026

Source: Fact sheet / official materials provided by 360 ONE Asset Management.

Disclosed figures

Performance since inception

Performance since inception

Fund BSE 500 TRI
19%8%-2%1 Month3 Months6 Months1 YearSince Inception

Based on pre-tax NAV. Returns less than 1 year are on absolute basis and more than one year are on compounded annualised basis. Data as of 31 July 2026. Net of fees & expenses, pre-tax. Past performance may or may not be sustained in future.

Source: Fact sheet / official materials provided by 360 ONE Asset Management.

360 ONE Asset Management

About the Fund Manager

Mithul Patel

Fund Manager, 360 ONE Asset Management

Brings 20 years of experience in Indian financial services across fund management, equity research and portfolio management. Previously led the PMS and AIF business at HDFC Asset Management and sat on the investment committee of its Category II AIF. Earlier managed PMS funds and AIFs at 360 ONE, where he was also Head of Research, and spent seven years as a founding member of Laburnum Capital; began as an investment banker at J.P. Morgan and Avendus.

Experience
20 years
Previously
HDFC Asset Management
Earlier
J.P. Morgan and Avendus

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Fact Sheet

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