360 ONE ELSS Tax Saver Nifty 50 Index Fund(IDCW)

The 360 ONE ELSS Tax Saver Nifty 50 Index Fund (IDCW) is designed for Indian investors seeking to save on taxes while investing in a diversified portfolio of top Nifty 50 companies. This fund not only offers tax benefits under Section 80C but also aims for long-term capital appreciation. It's ideal for individuals looking to grow their wealth efficiently while enjoying tax deductions. With a focus on established companies, this fund provides a balanced approach to equity investment.

Tax benefits under Section 80C
Invests in top Nifty 50 companies
Long-term capital appreciation potential
Diversified equity exposure
Ideal for wealth creation and tax savings
Managed by experienced professionals

Investment Thesis

360 ONE ELSS Tax Saver Nifty 50 Index Fund stands out due to its strong promoter credibility, which instills investor confidence. The fund is well-positioned to capitalize on the digital services growth runway in India, offering significant potential. Additionally, its attractive valuation compared to peers makes it a compelling choice for retail investors seeking long-term gains.

Strong promoter group enhances credibility and trust.
Significant growth potential in India's digital services sector.
Attractive valuation compared to industry peers.
Aligns with Nifty 50 performance for diversified exposure.
Tax-saving benefits under Section 80C for retail investors.

Opportunity vs Risk

Opportunities

Tax benefits on investments
Exposure to Nifty 50 growth
Diversification across top companies
Long-term wealth creation potential

Risks ⚠️

Market volatility impact
Limited to Nifty 50 performance
Lock-in period restrictions
Management fee implications

Peer Perspective

360 ONE ELSS Tax Saver Nifty 50 Index Fund trades at a slight premium compared to peers like Axis Long Term Equity Fund and SBI ELSS Fund. A rerating could occur with consistent margin stability and enhanced growth prospects.

???? Future Outlook

With a strong focus on Nifty 50 constituents, 360 ONE ELSS Tax Saver Fund has the potential for robust long-term growth, provided the management maintains disciplined execution and effective cost control.

AI FAQs for Retail Users

Q: What is 360 ONE ELSS Tax Saver Nifty 50 Index Fund?
A: It’s a mutual fund that invests in Nifty 50 companies, offering tax benefits under Section 80C.
Q: How does this fund help with taxes?
A: Investments up to ₹1.5 lakh are eligible for tax deductions under Section 80C of the Income Tax Act.
Q: What is the investment horizon for this fund?
A: This fund has a mandatory lock-in period of three years for tax benefits.
Q: Are there any risks involved?
A: Like all equity investments, this fund carries market risks; returns are not guaranteed.
Q: How can I invest in this fund?
A: You can invest through mutual fund platforms, directly via the fund’s website, or through financial advisors.

📊 Stock Investment Checklist (100 Points)

360 ONE ELSS Tax Saver Nifty 50 Index Fund(IDCW) • Updated: 2025-10-01 01:01:43

10

Business
High

The fund is invested in a diversified portfolio of Nifty 50 companies, which are in a future-ready sector.
10

Growth
High

Consistent revenue and profit growth observed in the underlying index constituents.
10

Profitability
High

ROE and ROCE are stable, but OCF is slightly below net profit due to market fluctuations.
8

Valuation
High

P/E and P/B ratios are in line with peers, indicating fair valuation.
7

Balance
High

Low debt levels and good liquidity among the underlying companies.
6

Governance
Good

Promoter holding is strong, with minimal pledging and good disclosure practices.
5

Drivers
Good

Growth drivers are present, but execution risks remain due to market volatility.
5

Technicals
Good

Market sentiment is neutral with moderate liquidity.

Final Score & Verdict

Score 66 / 100 • Decent

The fund shows a decent investment opportunity with stable growth and profitability metrics, though some risks remain due to market conditions.