Equity : ELSSGrowth
Monthly SIP of for
Total investment ₹36,000
| Total Value | Gain | Return % | |
|---|---|---|---|
| Bank FD | 39,824 | 3,824 | 6.5% |
| Gold | 40,770 | 4,770 | 8.00% |
Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. 360 ONE ELSS Tax Saver Nifty 50 Index Fund managed by following fund manager(s);
Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by 360 ONE ELSS Tax Saver Nifty 50 Index Fund. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Equity, ELSS fund category these peer funds belongs to.
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Category Best | 27.06% | 27.06% | 27.06% | 42.42% | 25.52% | 23.34% | 25.93% | 20.68% |
| Category Average | 1.44% | 3.34% | 7.03% | 2.51% | 17.26% | 16.11% | 19.42% | 14.14% |
| 360 ONE ELSS Tax Saver Nifty 50 Index Fund | 1.61% | 3.82% | 5.16% | 6.09% | 15.32% | - | - | - |
| Motilal Oswal ELSS Tax Saver Fund | -1.10% | 0.97% | 11.70% | -2.51% | 24.49% | 23.34% | 24.00% | 16.76% |
| SBI ELSS Tax Saver Fund | 1.38% | 2.94% | 5.91% | 2.04% | 22.98% | 22.62% | 24.44% | 14.88% |
| HDFC ELSS Tax Saver Fund | 0.44% | 3.52% | 6.05% | 6.84% | 22.60% | 20.60% | 24.61% | 14.40% |
| ITI ELSS Tax Saver Fund | 1.51% | 4.65% | 11.45% | 1.57% | 20.29% | 19.69% | 18.90% | - |
| JM ELSS Tax Saver Fund | 0.53% | 5.39% | 10.24% | -0.11% | 20.90% | 19.61% | 21.52% | 16.21% |
Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of 360 ONE ELSS Tax Saver Nifty 50 Index Fund are shown below;
| Name of the Equity | Holding Percentage |
|---|---|
| HDFC Bank Ltd | 9.83% |
| ICICI BANK LTD. | 9.42% |
| RELIANCE INDUSTRIES LTD. | 7.82% |
| BHARTI AIRTEL LTD. | 4.92% |
| LARSEN & TOUBRO LTD. | 4.30% |
| Others | 63.71% |
| Name of the Sector | Holding Percentage |
|---|---|
| Financial Services | 36.40% |
| Financial | 35.01% |
| Technology | 13.64% |
| Energy | 12.94% |
| Oil, Gas & Consumable Fuels | 9.47% |
| Others | -7.46% |
Portfolio Holdings shown is as of 31 Aug 2026
Investors understand that their
principal
will be at Very High risk