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Funds/Multi Asset Allocation/360 ONE Multi Asset Allocation Fund

360 ONE Multi Asset Allocation Fund

360 ONE Mutual Fund·Multi Asset Allocation·vs Nifty 200 TRI

The fund remains heavily anchored to gold as an inflation hedge and portfolio stabilizer, with nearly 30% exposure dominating what is otherwise a balanced multi-asset structure. The manager has trimmed gold concentration slightly while adding selective equity exposure through quality names like Varun Beverages and JSW Steel, signaling a modest shift toward growth without abandoning the defensive gold posture. This tactical rebalancing, combined with elevated cash reserves, suggests cautious optimism about equity valuations while maintaining optionality.

Portfolio analysis · April 2026

PlanNAV1M3M6M1Y3Y CAGR5Y CAGR
Direct Growth₹12.1558
Regular Growth₹12.0144+1.28%-0.74%+8.07%
Direct IDCW₹12.1558
Regular IDCW₹12.0144
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Holdings
73
Top 5 Weight
33.77%
Top 10 Weight
42.60%
Active Share
Large Cap
15.99%
Gini
0.521
Holdings: 7276+11 added7 removed35 weight shifts ≥ 0.1%
StockWeight
Varun Beverages Limited0.62%
Onesource Specialty Pharma Limited0.38%
JSW Steel Limited0.34%
PNB Housing Finance Limited0.33%
Shaily Engineering Plastics Limited0.32%
Multi Commodity Exchange of India Limited0.14%
Malco Energy Limited **0.06%
Vedanta Aluminium Metal Limited **0.06%
Vedanta Iron And Steel Limited **0.06%
Talwandi Sabo Power Limited **0.06%
9% Piramal Finance Limited (28/06/2027) **1.17%
#Holding% to NAV
1
360 One Gold Exchange Traded Fund
INF579M01BB5
22.90%
2
TREPS
nan
9.19%
3
ICICI Prudential Gold ETF
INF109KC1NT3
3.57%
4
8.6% Cholamandalam Investment and Finance Company Ltd (05/03/2029) **
INE121A07RX9
2.82%
5
7.64% National Bank For Agriculture and Rural Development (06/12/2029) **
INE261F08EJ7
2.32%
6
7.5343% PNB Housing Finance Limited (13/01/2031) **
INE572E07266
2.16%
7
Reverse Repo
nan
2.11%
8
ICICI Bank Limited
INE090A01021
1.83%
9
6.9% Housing & Urban Development Corporation Limited (06/05/2030) **
INE031A08970
1.81%
10
Embassy Office Parks REIT
INE041025011
1.74%
11
Gold
nan
1.74%
12
6.01% Government of India (21/07/2030)
IN0020250067
1.70%
13
7.24% Government of India (18/08/2055)
IN0020250075
1.67%
14
Brookfield India Real Estate Trust
INE0FDU25010
1.57%
15
Bharti Airtel Limited
INE397D01024
1.38%
16
Cholamandalam Investment and Finance Company Ltd
INE121A01024
1.26%
17
Axis Bank Limited
INE238A01034
1.19%
18
7.32% Government of India (13/11/2030)
IN0020230135
1.19%
19
7.02% Government of India (18/06/2031)
IN0020240076
1.17%
20
9% Piramal Finance Limited (28/06/2027) **
INE202B07JT0
1.17%
nan27.2%
SOVEREIGN12.4%
ICRA AAA5.3%
CRISIL AAA4.6%
Banks4.5%
ICRA AA+4.0%
Realty3.3%
Finance2.9%
Electrical Equipment2.8%
Telecom - Services2.5%

Top 10 sectors by % to NAV. Excludes derivatives.