Holdings (37)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Bharat Electronics Ltd. | Capital Goods | Equity | 3.66965907% |
| Coforge Ltd. | Technology | Equity | 3.60196934% |
| UNO Minda Ltd. | Automobile | Equity | 3.3776152% |
| Muthoot Finance Ltd. | Financial | Equity | 3.30717102% |
| Abbott India Ltd. | Healthcare | Equity | 3.25030806% |
| HDFC Asset Management Company Ltd. | Financial | Equity | 3.24595402% |
| Schaeffler India Ltd. | Capital Goods | Equity | 3.18673287% |
| Glaxosmithkline Pharmaceuticals Ltd. | Healthcare | Equity | 3.12536426% |
| Persistent Systems Ltd. | Technology | Equity | 3.10419745% |
| Coromandel International Ltd. | Chemicals | Equity | 3.09427754% |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund Returns | -3.37% | 25.20% | NA% | NA% |
| Category Average | -5.78% | 19.21% | 22.61% | NA% |
| Rank Within Category | 24.00% | 2.00% | NA% | NA% |
Expense ratio, exit load and tax
Expense ratio: 0.5%
Inclusive of GST
Exit load
Exit load of 1% if redeemed within 12 months.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Fund management
Education
Mr. Ongari has done B.Tech from NITK, Surathkal
Experience
Prior to joining 360 One Mutual Fund, he has worked as a trader at Capitalmind and a quant analyst at Investmint.