Holdings (38)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Polycab India Ltd | Industrials | Equity | 3.49663007% |
| Cummins India Ltd | Industrials | Equity | 3.33913701% |
| Marico Ltd | Consumer Staples | Equity | 3.17672126% |
| Indus Towers Ltd | Technology | Equity | 3.16990912% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 3.14957296% |
| Hindustan Zinc Ltd | Materials | Equity | 3.12610112% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 3.07620883% |
| Divi's Laboratories Ltd | Healthcare | Equity | 3.06708118% |
| Astral Ltd | Industrials | Equity | 3.03369339% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 3.02100623% |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund Returns | -3.52% | 18.35% | NA% | NA% |
| Category Average | 4.03% | 17.41% | 16.32% | NA% |
| Rank Within Category | 11.00% | 2.00% | NA% | NA% |
Expense ratio, exit load and tax
Expense ratio: 1.45%
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.