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Chandigarh: In a move to provide investors with a balanced and diversified investment strategy amid global market volatility, 360 ONE Asset has announced the launch of its latest product — the 360 ONE Multi Asset Allocation Fund. This open-ended scheme aims to offer a unique opportunity for investors to spread their risk by investing across multiple asset classes such as equity, debt, commodities, and real estate-linked instruments.
A Dynamic Asset Mix to Balance Growth and Safety
The 360 ONE Multi Asset Allocation Fund has been designed as a flexible investment vehicle that adapts to changing market dynamics. Its core objective is to combine long-term growth with capital protection by investing in a mix of asset classes, each offering distinct risk-reward characteristics:
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Equities will constitute 15% to 35% of the portfolio. This segment aims to deliver capital appreciation over the long run.
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Debt instruments will form 25% to 50% of the fund’s allocation, providing much-needed stability and income through interest accrual.
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Commodities, including gold and silver, will make up 25% to 40% of the portfolio. These act as effective hedges against inflation and market uncertainty.
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Real estate-linked assets like REITs and InvITs will be included to enhance diversification and offer stable yield potential.
Benchmark and Investment Strategy
The fund’s performance will be measured against a composite benchmark that captures the essence of its multi-asset approach:
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BSE 500 TRI (25%)
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NIFTY Composite Debt Index (45%)
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Domestic gold and silver prices (30%)
This combination ensures that the benchmark reflects the fund’s holistic strategy across equity, debt, and commodity markets.
Expert Management Team
The fund will be jointly managed by a seasoned trio:
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Mayur Patel (Equity)
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Milan Mody (Fixed Income)
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Rahul Khetawat (Commodities)
Each of these professionals brings over two decades of investment experience to the table. Their combined expertise ensures a robust portfolio management process driven by market research, risk management, and agile allocation.
NFO Details and Fee Structure
The New Fund Offer (NFO) for the 360 ONE Multi Asset Allocation Fund is open from July 30 to August 13, 2025. Key investment terms include:
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Minimum initial investment: ₹1,000 and in multiples of ₹1 thereafter.
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SIP minimum: ₹1,000 per installment.
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Exit load: 1% if more than 10% of units are redeemed within 12 months. No exit load post one year.
This investor-friendly structure allows flexibility while promoting a longer holding period for optimal returns.
CEO’s Statement: Aligning with Investor Needs
Commenting on the launch, Raghav Iyengar, CEO of 360 ONE Asset, said:
“This fund is part of our broader strategy to empower investors with products that respond to today’s complex and often unpredictable market landscape. The 360 ONE Multi Asset Allocation Fund is ideal for those who want growth but with a cushion of protection. It’s a strong addition to our multi-asset product suite.”
AUM and Product Ecosystem
360 ONE Asset, as of June 30, 2025, manages assets worth approximately $11 billion. Its offerings include:
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Mutual funds
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Portfolio management services (PMS)
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Exchange-Traded Funds (ETFs)
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Alternative Investment Funds (AIFs)
This new scheme reflects the company’s ongoing commitment to delivering innovative and diversified financial solutions.
Why Investors Should Consider This Fund
In today’s economic environment marked by inflationary pressures, interest rate swings, and geopolitical uncertainty, traditional single-asset investment strategies are often inadequate. The 360 ONE Multi Asset Allocation Fund offers:
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Diversification across unrelated asset classes to reduce overall portfolio volatility.
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Dynamic allocation that adjusts based on market conditions.
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Hedge potential through commodities, especially gold and silver.
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Real estate exposure without the liquidity and ticket size barriers of physical assets.
With its smart asset mix and expert fund managers, this fund caters to conservative as well as growth-oriented investors looking for a balanced investment approach.
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