How to check the XIRR of 360 ONE FLEXICAP FUND-DIRECT PLAN- IDCW?

You can track the exact XIRR and portfolio overlapping of 360 ONE FLEXICAP FUND-DIRECT PLAN- IDCW alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for 360 ONE FLEXICAP FUND-DIRECT PLAN- IDCW?

Use the MutualSaathi Portfolio Analyzer to compare 360 ONE FLEXICAP FUND-DIRECT PLAN- IDCW with other funds, PMS, and AIFs to detect hidden stock overlaps.

360 ONE Flexicap Fund-Direct Plan- IDCW

360 One Mutual Fund

Expense Ratio: 0.48

Risk: Very High

Equity Scheme - Flexi Cap Fund

Plan: Direct

Benchmark: BSE 500 TRI

Inception: 12-06-2023

Exit Load: Nil

Fund Size:₹2,105.79 Cr

Performance

Fund5.67%

Cat. Avg.2.47%

Fund3.56%

Cat. Avg.2.35%

Fund17.97%

Cat. Avg.14.07%

FundN/A

Cat. Avg.12.84%

10Y

FundN/A

Cat. Avg.14.25%

Fund18.00%

Cat. Avg.13.49%

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	ICICI Bank Limited	Equity	Listed	Large Cap	Banks	156.57	4.38%
2	GE Vernova T&D India Limited	Equity	Listed	Mid Cap	Electrical Equipment	151.79	4.25%
3	Indus Towers Limited	Equity	Listed	Mid Cap	Telecom - Services	148.55	4.16%
4	Larsen & Toubro Limited	Equity	Listed	Large Cap	Construction	142.87	4.00%
5	Tata Motors Ltd	Equity	Listed	Large Cap	Agricultural, Commercial & Construction Vehicles	126.85	3.55%
6	Cholamandalam Investment and Finance Company Ltd	Equity	Listed	Large Cap	Finance	117.37	3.28%
7	Bharti Airtel Limited	Equity	Listed	Large Cap	Telecom - Services	114.84	3.21%
8	Net Receivables / (Payables)	CASH	Others		Others	109.82	3.07%
9	Kotak Mahindra Bank Limited	Equity	Listed		Banks	109.53	3.06%
10	Axis Bank Limited	Equity	Listed	Large Cap	Banks	107.19	3.00%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	64205	+7.0%	+15.0%
2Y	07 Aug, 24	1.20 L.	1.30 L.	+8.4%	+8.5%
3Y	07 Aug, 23	1.80 L.	2.13 L.	+18.5%	+11.8%
SI	07 Jul, 23	1.85 L.	2.22 L.	+19.7%	+12.2%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	1.06 L.	+5.7%	+5.7%
2Y	16 Jul, 24	1 L.	1.07 L.	+7.2%	+3.6%
3Y	17 Jul, 23	1 L.	1.64 L.	+64.0%	+17.9%
SI	06 Jul, 23	1 L.	1.65 L.	+65.1%	+18.0%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.