360 ONE Multi Asset Allocation Fund(IDCW)
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Business Overview
The 360 ONE Multi Asset Allocation Fund (IDCW) is a versatile investment option designed for individuals seeking balanced growth through diversified asset allocation. This fund is ideal for investors looking to minimize risk while maximizing returns across various asset classes, including equities, fixed income, and commodities. It matters because it offers a professional management approach to investing, catering to both novice and experienced investors. With a focus on long-term wealth creation, this fund aims to adapt to market conditions, ensuring your investments remain robust and resilient.
- Diversified investment across multiple asset classes
- Professional management for optimal returns
- Ideal for risk-averse and growth-focused investors
- Adaptable to changing market conditions
- Long-term wealth creation strategy
Investment Thesis
360 ONE Multi Asset Allocation Fund stands out due to its strong promoter credibility, which instills confidence among investors. The fund is well-positioned to capitalize on the growing digital services sector, offering a substantial growth runway. 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 digital services sector.
- Attractive valuation compared to industry peers.
- Diversified asset allocation reduces risk exposure.
- Ideal for retail investors seeking steady returns.
Opportunity vs Risk
- Diversified investment across asset classes
- Potential for long-term capital growth
- Professional fund management expertise
- Access to multiple markets
- Tax benefits under certain conditions
- Market volatility affecting returns
- Management fees may reduce profits
- Regulatory changes impacting performance
- Liquidity risks in certain assets
- Economic downturns may affect investments
Peer Perspective
360 ONE Multi Asset Allocation Fund currently trades at a slight premium compared to peers like HDFC Multi Asset and ICICI Prudential Multi Asset. A rerating could occur if it demonstrates consistent growth and margin stability.
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10BusinessHighThe fund operates in a diversified investment space, but lacks a strong competitive moat.
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10GrowthHighConsistent revenue growth observed, but profit margins are volatile.
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10ProfitabilityHighROE and ROCE are average, with OCF showing some inconsistency.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is decent, but there are concerns about transparency.
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5DriversGoodLimited growth catalysts identified, with execution risks present.
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5TechnicalsGoodMarket sentiment is neutral, with low liquidity affecting price action.