360 One - Multicap Advantage PMS

EQUITY MULTI CAP

An objective of generating wealth over a long period.

+13.96%

3Y annualised returns

+19.30%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

01 Dec '17

Total AUM

₹445.13Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity94.1%

Cash5.9%

Equity market cap split

Large Cap61.9%

Small Cap18.3%

Mid Cap13.3%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

PMS management

AM
Anup Maheshwari
Chief Investment Officer, Equities
View details

About

Anup brings with him 26 years of investment experience. He joined IIFL from DSP BlackRock Investment Managers (a joint venture between BlackRock and the DSP Group in India) in August 2018. He was associated with DSP BlackRock since July 1997 and was last designated as the Chief Investment Officer, Equities. Anup managed DSP BlackRock’s India funds from May 2001 to June 2018. For a brief period between December 2005 and May 2006, he was the CIO at HSBC Asset Management before returning to DSP BlackRock. Previously he was also associated with Chescor, a British fund management firm managing three offshore India equity funds. Anup is an alumnus of IIM Lucknow.

Experience

26 years of investment experience.

Investment philosophy

Specializes in managing Indian equity funds.

Previously worked at