IIFL Asset Management is an India focused, global asset management firm which aims to offer unique products to investors that basically covers each investor’s requirement. Investors have diverse needs and IIFL creates a platform to meet those needs for each and every client.
Their portfolio has been designed as high-quality, high-conviction stocks so as to optimize investor's capital largely. The fund managers at IIFL follow a systematic research-oriented approach in order to maximize result.
What makes this asset management company stand out is the fact that they use a benchmark-agnostic approach, which basically means that they do not follow the concept of benchmarks. This further enables them to pick stocks with more flexibility. IIFL offers various schemes across different categories of mutual funds and they invest across various market capitalization.
If we allocate 65 to 80 percent of a fund to equity and assign remaining to debt and similar instruments, then what we get in return is a Hybrid-Equity fund. These funds allow you to enjoy good returns and low-risk rates courtesy their significant allocation in debt funds. Market gurus believe that it is better to invest in these than to go for an equity-debt portfolio as there is no tax imposed on the debt funds in the mix. It has returns that are taxed at 15% if sold before one year, post this period a 10% tax is applicable on the gains.
Purpose: Invest in these funds instead of buying a different kind of equity-debt funds with 60-40 allocations. These funds are best to moderate your risk with a fair return in the high-risk portfolio.
— Registered with SEBI, AMFI & BSE
— Paperless sign up on web & app
— Expert recommendations
— ZERO fees !
| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) |
|---|---|---|---|---|---|
360 ONE Focused Equity Fund | Equity | Very High | 25.7% | 4 | ₹8,177 |
360 ONE Liquid Fund | Debt | Low to Moderate | 7.3% | 2 | ₹724 |
360 ONE Dynamic Bond Fund | Debt | Moderately High | 10.5% | 4 | ₹774 |
360 ONE FlexiCap Fund | Equity | Very High | 39.3% | -- | ₹1,083 |
360 ONE Balanced Hybrid Fund | Hybrid | High | 21.9% | -- | ₹830 |
360 ONE ELSS Tax Saver Nifty 50 Index Fund | Equity | Very High | 18.4% | -- | ₹78 |
360 ONE ELSS Nifty 50 Tax Saver Index Fund | Equity | Very High | NA | -- | ₹46 |
360 ONE Quant Fund | Equity | Very High | 34.9% | -- | ₹552 |
IIFL Capital Enhancer Fund | Hybrid | Moderate | 7.8% | -- | ₹172 |
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Now let us jump and check about these top 9 mutual fund schemes.
Fund Performance: The 360 ONE Focused Equity Fund has given 17.46% annualized returns in the past three years and 23.46% in the last 5 years. The 360 ONE Focused Equity Fund comes under the Equity category of IIFL Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in 360 ONE Focused Equity Fund via lump sum is ₹1,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹8,177Cr |
| 1Y Returns | 25.7% |
Fund Performance: The 360 ONE Liquid Fund has given 6.24% annualized returns in the past three years and 5.05% in the last 5 years. The 360 ONE Liquid Fund comes under the Debt category of IIFL Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in 360 ONE Liquid Fund via lump sum is ₹5,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹724Cr |
| 1Y Returns | 7.3% |
Fund Performance: The 360 ONE Dynamic Bond Fund has given 6.81% annualized returns in the past three years and 7.12% in the last 5 years. The 360 ONE Dynamic Bond Fund comes under the Debt category of IIFL Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in 360 ONE Dynamic Bond Fund via lump sum is ₹10,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹10,000 |
|---|---|
| AUM | ₹774Cr |
| 1Y Returns | 10.5% |
Fund Performance: The 360 ONE FlexiCap Fund comes under the Equity category of 360 ONE Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in 360 ONE FlexiCap Fund via lump sum is ₹1,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹1,083Cr |
| 1Y Returns | 39.3% |
Fund Performance: The 360 ONE Balanced Hybrid Fund comes under the Hybrid category of 360 ONE Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in 360 ONE Balanced Hybrid Fund via lump sum is ₹1,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹830Cr |
| 1Y Returns | 21.9% |
Fund Performance: The 360 ONE ELSS Tax Saver Nifty 50 Index Fund comes under the Equity category of IIFL Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in 360 ONE ELSS Tax Saver Nifty 50 Index Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹78Cr |
| 1Y Returns | 18.4% |
Fund Performance: The 360 ONE ELSS Nifty 50 Tax Saver Index Fund comes under the Equity category of IIFL Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in 360 ONE ELSS Nifty 50 Tax Saver Index Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹46Cr |
| 1Y Returns | NA |
Fund Performance: The 360 ONE Quant Fund comes under the Equity category of IIFL Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in 360 ONE Quant Fund via lump sum is ₹1,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹552Cr |
| 1Y Returns | 34.9% |
Fund Performance: The IIFL Capital Enhancer Fund comes under the Hybrid category of IIFL Mutual Funds.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹172Cr |
| 1Y Returns | 7.8% |
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