360 ONE Focused Equity Fund

360 ONE Focused Equity Fund

Portfolio as of Jun 2025
Focused Fund
Stocks added for the first time:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
Titan CompanyGems- Jewellery And Watches0.023Jun 20251.000
Stocks exited in Jun 2025:
Name
Industry
Ownership (%)
Portfolio (%)
MoM Change (%)
Sona BLW Precision ForgingsAuto Components & Equipments0.0000.000-100
Stocks where the stakes increased:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
MoM Change (%)
Interglobe AviationAirline0.097Apr 20252.99016.75
CG Power & Industrial SolutionsHeavy Electrical Equipment0.143Feb 20252.0208.16
ICICI BankPrivate Sector Bank0.054Sep 20187.3605.64
Cholamandalam Investment & Finance CompanyNon Banking Financial Company (NBFC)0.257Apr 20234.7804.64
Aavas FinanciersHousing Finance Company1.189Oct 20182.6304.51
REC LimitedFinancial Institution0.181Jan 20242.5603.99
Premier Energies LtdOther Electrical Equipment0.437Nov 20242.7903.77
Bharti AirtelTelecom - Cellular & Fixed line services0.039Jul 20195.8403.65
ZomatoE-Retail/ E-Commerce0.123Oct 20244.1602.49
Indus TowersTelecom - Infrastructure0.302Sep 20234.5102.44
Suven PharmaceuticalsPharmaceuticals0.390Jun 20241.9302.02
HDFC BankPrivate Sector Bank0.045May 20179.1401.12
Stocks where the stakes decreased:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
MoM Change (%)
APL Apollo TubesIron & Steel Products0.299Nov 20222.080-41.07
Tata MotorsPassenger Cars & Utility Vehicles0.098May 20213.340-20.51
InfosysComputers - Software & Consulting0.049Feb 20184.440-18.52
Blue Dart ExpressLogistics Solution Provider0.560Jun 20241.140-8.28
Motherson Sumi Wiring IndiaAuto Components & Equipments0.535Mar 20222.850-7.47
Stocks where stakes remained the same:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
Divi's LaboratoriesPharmaceuticals0.187Mar 20204.450
Larsen & ToubroCivil Construction0.047Feb 20213.160
Cummins IndiaCompressors- Pumps & Diesel Engines0.211Jul 20222.640
Crompton Greaves Consumer ElectricalsHousehold Appliances0.731May 20192.240
Hitachi Energy IndiaHeavy Electrical Equipment0.185Mar 20252.230
Sumitomo Chemical IndiaPesticides & Agrochemicals0.599Nov 20222.110
SISOther Consumer Services2.049Jul 20241.460
Colgate-Palmolive (India)Personal Care0.149Dec 20241.310
NTPCPower Generation0.021Mar 20220.910
Vodafone IdeaTelecom - Cellular & Fixed line services0.082Apr 20240.890
Bharti Airtel Ltd. - (Partly Paid up Equity SPesticides & Agrochemicals0.026Oct 20210.200
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