360 One - Multicap PMS

360 One - Multicap PMS

EQUITY MULTI CAP
A concentrated portfolio of 20-25 stocks with a bias towards large-cap companies.
+8.99%
3Y annualised returns
+11.89%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
07 Nov '13
Total AUM
₹2,994.73Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity94.7%
Cash5.3%
₹2,995Cr
Equity market cap split
Large Cap53.3%
Small Cap35.1%
Mid Cap6.4%
₹2,837Cr
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
3.00%
PMS management

AM
Anup Maheshwari
Chief Investment Officer, Equities
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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
  • DSP BlackRock Investment Managers
  • HSBC Asset Management
  • Chescor
Awards
  • Managed DSP BlackRock’s India funds from May 2001 to June 2018 and previously served as CIO at HSBC Asset Management.

NV
Nishant vass
Executive Vice President and Fund Manager
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About
Nishant Vass is the Executive Vice President and Fund Manager for Listed Equity at 360 ONE Asset, earlier known as IIFL Asset Management. He has more than 13 years of experience in public equities. Prior to 360 ONE Asset, Nishant was associated with ICICI Securities Ltd – Institutional Equities team, where he was leading the automotive sector research practice for more than a decade. He is extremely well-rated amongst global and domestic investors for his differentiated views on the sector. He holds an MBA in Finance from IBS, Hyderabad, and has completed his Engineering (B.E. Electronics) from the College of Technology, Pantnagar
Experience
Over 13 years of experience in the public equities market.
Investment philosophy
Specializes in public equities with a focus on automotive sector research.
Previously worked at
  • ICICI Securities Ltd
Awards
  • Led the automotive sector research practice for over a decade at his previous firm and is highly rated by investors for his differentiated views.
PMS house
360 ONE Asset Management
360 ONE Asset Management
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