360 ONE Focused Equity Fund

360 ONE Focused Equity Fund

Portfolio as of May 2025
Focused Fund
Stocks added for the first time:
No available stocks
Stocks exited in May 2025:
Name
Industry
Ownership (%)
Portfolio (%)
MoM Change (%)
CMS Info SystemsDiversified Commercial Services0.0000.000-100
Stocks where the stakes increased:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
MoM Change (%)
Interglobe AviationAirline0.084Apr 20252.34095.73
CG Power & Industrial SolutionsHeavy Electrical Equipment0.136Feb 20251.93043.52
ZomatoE-Retail/ E-Commerce0.121Oct 20243.75022.4
Premier Energies LtdOther Electrical Equipment0.426Nov 20242.76012.31
REC LimitedFinancial Institution0.176Jan 20242.5208.46
Suven PharmaceuticalsPharmaceuticals0.389Jun 20242.1006.64
Bharti AirtelTelecom - Cellular & Fixed line services0.037Jul 20195.3403.73
Tata MotorsPassenger Cars & Utility Vehicles0.126May 20214.5102.19
Indus TowersTelecom - Infrastructure0.301Sep 20234.1202.19
Blue Dart ExpressLogistics Solution Provider0.624Jun 20241.3201.67
Stocks where the stakes decreased:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
MoM Change (%)
InfosysComputers - Software & Consulting0.062Feb 20185.450-5.2
Hitachi Energy IndiaHeavy Electrical Equipment0.190Mar 20252.210-5.2
Stocks where stakes remained the same:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
HDFC BankPrivate Sector Bank0.045May 20179.010
ICICI BankPrivate Sector Bank0.052Sep 20187.150
Bajaj FinanceNon Banking Financial Company (NBFC)0.061Aug 20244.660
Cholamandalam Investment & Finance CompanyNon Banking Financial Company (NBFC)0.253Apr 20234.610
Divi's LaboratoriesPharmaceuticals0.187Mar 20204.440
APL Apollo TubesIron & Steel Products0.555Nov 20223.770
Larsen & ToubroCivil Construction0.048Feb 20213.250
Motherson Sumi Wiring IndiaAuto Components & Equipments0.886Mar 20223.060
Cummins IndiaCompressors- Pumps & Diesel Engines0.212Jul 20222.600
Crompton Greaves Consumer ElectricalsHousehold Appliances0.743May 20192.280
Aavas FinanciersHousing Finance Company1.154Oct 20182.280
Sumitomo Chemical IndiaPesticides & Agrochemicals0.605Nov 20222.070
Sona BLW Precision ForgingsAuto Components & Equipments0.342Mar 20231.560
SISOther Consumer Services2.070Jul 20241.430
Colgate-Palmolive (India)Personal Care0.152Dec 20241.370
NTPCPower Generation0.021Mar 20220.930
Vodafone IdeaTelecom - Cellular & Fixed line services0.084Apr 20240.850
Bharti Airtel Ltd. - (Partly Paid up Equity SPesticides & Agrochemicals0.026Oct 20210.190
Dumb Investing © 2025