Holdings (37)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Ashok Leyland Ltd. | Automobile | Equity | 3.70994976% |
| Muthoot Finance Ltd. | Financial | Equity | 3.49211117% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 3.12965038% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 3.12365511% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 3.1189679% |
| TVS Motor Company Ltd. | Automobile | Equity | 3.10453058% |
| Eicher Motors Ltd. | Automobile | Equity | 3.10304322% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 3.09798342% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 3.08667976% |
| UNO Minda Ltd. | Automobile | Equity | 3.07450914% |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund Returns | 9.97% | 25.62% | NA% | NA% |
| Category Average | 4.03% | 17.41% | 16.32% | NA% |
| Rank Within Category | 4.00% | 1.00% | NA% | NA% |
Expense ratio, exit load and tax
Expense ratio: 0.62%
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.