Asset Sadhu
Funds/Sectoral / Thematic/360 ONE Quant Fund

360 ONE Quant Fund

360 ONE Mutual Fund·Sectoral / Thematic·vs Nifty 500 TRI

The 360 ONE Quant Fund maintains a mechanically balanced, quality-tilted portfolio across cyclical and defensive sectors, with near-uniform position sizing across its 39 holdings. The slight cash reduction signals confidence in stock selection over market timing, while the absence of concentrated mega-cap exposure differentiates it from typical largecap funds. The auto-and-finance lean reflects the quant model's systematic preference for valuations and quality metrics rather than thematic conviction, making it suitable for investors seeking rules-based diversification over narrative-driven bets.

Portfolio analysis · April 2026

PlanNAV1M3M6M1Y3Y CAGR5Y CAGR
Primary₹18.3736+0.96%-6.52%-6.51%-2.25%+19.64%
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Holdings
37
Top 5 Weight
17.56%
Top 10 Weight
34.10%
Active Share
Large Cap
65.14%
Gini
0.158
Holdings: 3839+0 added0 removed17 weight shifts ≥ 0.1%
StockWeight
No new entries this month
#Holding% to NAV
1
Torrent Pharmaceuticals Limited
INE685A01028
3.66%
2
Ashok Leyland Limited
INE208A01029
3.63%
3
Solar Industries India Limited
INE343H01029
3.50%
4
Marico Limited
INE196A01026
3.39%
5
Muthoot Finance Limited
INE414G01012
3.38%
6
APL Apollo Tubes Limited
INE702C01027
3.36%
7
Bharat Electronics Limited
INE263A01024
3.32%
8
Schaeffler India Limited
INE513A01022
3.31%
9
Cummins India Limited
INE298A01020
3.29%
10
Polycab India Limited
INE455K01017
3.26%
11
Eicher Motors Limited
INE066A01021
3.25%
12
HDFC Asset Management Company Limited
INE127D01025
3.19%
13
TVS Motor Company Limited
INE494B01023
3.15%
14
Britannia Industries Limited
INE216A01030
3.08%
15
Divi's Laboratories Limited
INE361B01024
3.08%
16
SBI Life Insurance Company Limited
INE123W01016
2.91%
17
Cholamandalam Investment and Finance Company Ltd
INE121A01024
2.88%
18
Coromandel International Limited
INE169A01031
2.87%
19
Hindustan Unilever Limited
INE030A01027
2.87%
20
UNO Minda Limited
INE405E01023
2.87%
Finance14.0%
Automobiles13.7%
Pharmaceuticals & Biotechnology10.4%
Industrial Products9.9%
Auto Components6.2%
Chemicals & Petrochemicals6.2%
Insurance5.4%
Petroleum Products5.2%
Fertilizers & Agrochemicals4.0%
Agricultural, Commercial & Construction Vehicles3.6%

Top 10 sectors by % to NAV. Excludes derivatives.