360 ONE Focused Equity Fund

360 ONE Focused Equity Fund

Portfolio as of Oct 2025
Focused Fund
Stocks added for the first time:
No available stocks
Stocks exited in Oct 2025:
No available stocks
Stocks where the stakes increased:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
MoM Change (%)
Axis BankPrivate Sector Bank0.053Sep 20252.73028.26
GE T & D IndiaHeavy Electrical Equipment0.249Aug 20252.60022.8
Indian Hotels CompanyHotels & Resorts0.133Jul 20251.8905.65
Larsen & ToubroCivil Construction0.070Feb 20215.2304.09
Interglobe AviationAirline0.115Apr 20253.3503.02
Stocks where the stakes decreased:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
MoM Change (%)
ZomatoE-Retail/ E-Commerce0.065Oct 20242.690-48.48
Suven PharmaceuticalsPharmaceuticals0.287Jun 20241.110-29.9
APL Apollo TubesIron & Steel Products0.199Nov 20221.330-16.21
InfosysComputers - Software & Consulting0.041Feb 20183.390-12.57
Sumitomo Chemical IndiaPesticides & Agrochemicals0.485Nov 20221.630-12.06
Divi's LaboratoriesPharmaceuticals0.092Mar 20202.200-10.5
Stocks where stakes remained the same:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
HDFC BankPrivate Sector Bank0.046May 20179.300
ICICI BankPrivate Sector Bank0.057Sep 20187.360
Bharti AirtelTelecom - Cellular & Fixed line services0.041Jul 20196.510
Cholamandalam Investment & Finance CompanyNon Banking Financial Company (NBFC)0.241Apr 20234.620
Indus TowersTelecom - Infrastructure0.309Sep 20233.970
Motherson Sumi Wiring IndiaAuto Components & Equipments0.849Mar 20223.570
Premier Energies LtdOther Electrical Equipment0.523Nov 20243.460
Cummins IndiaCompressors- Pumps & Diesel Engines0.212Jul 20223.430
CG Power & Industrial SolutionsHeavy Electrical Equipment0.178Feb 20252.780
REC LimitedFinancial Institution0.183Jan 20242.430
Aavas FinanciersHousing Finance Company1.206Oct 20182.120
VedantaDiversified Metals0.066Aug 20251.710
Tata MotorsPassenger Cars & Utility Vehicles0.080May 20211.620
Crompton Greaves Consumer ElectricalsHousehold Appliances0.660May 20191.610
Titan CompanyGems- Jewellery And Watches0.035Jun 20251.570
SISOther Consumer Services2.117Jul 20241.340
Hitachi Energy IndiaHeavy Electrical Equipment0.089Mar 20250.940
Bharti Airtel Ltd. - (Partly Paid up Equity SPesticides & Agrochemicals0.026Oct 20210.210
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