360 One - Phoenix PMS

EQUITY MULTI CAP

The investment objective is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. The investment strategy is to invest in businesses having long term track record where profitability and growth may have been impacted by short term cycles. The investment manager would target such opportunities which have long-term mean reversion capability and potential for sharp improvement in fundamentals.

+13.75%

3Y annualised returns

+11.89%

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

Launch date

28 Jan '21

Total AUM

₹1,730.04Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity95.4%

Cash2.7%

Others1.9%

Equity market cap split

Large Cap46.3%

Small Cap36.3%

Mid Cap14.7%

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