In the bustling world of Indian finance, a new star was born-the 360 ONE Equity Opportunity Fund. It was not just any fund; it was a Category III Alternative Investment Fund (AIF), crafted carefully by the experts at 360 ONE Asset Management Limited, a powerhouse managing over ₹9,000 crore in assets. This fund was destined to rewrite the rules of equity investing in India. The story began in December 2022, when the fund was launched with a bold mission: to seek out hidden gems in the Indian equity market. Unlike typical funds that chased popular stocks, this fund had a keen eye for companies facing short-term challenges but boasting strong long-term potential. The team behind it believed that true value lay beneath the surface-where temporary problems masked future growth.

The fund’s architects built their strategy on three solid pillars:

– Business Cycle Arbitrage: They hunted for companies grappling with temporary setbacks, knowing that these hurdles were often fleeting.

– ROE Acceleration: They focused on firms improving their return on equity, signaling healthier and more efficient businesses.

– Margin of Safety: They bought stocks only when prices dipped below their true worth, ensuring a cushion against market volatility.

With a portfolio carefully balanced across large, mid, and small-cap stocks, and sectors like Financials, Healthcare, and Industrials, the fund was designed to capture growth while managing risks.

The Indian market is no stranger to turbulence. In 2024, when global uncertainties and foreign investor sell-offs shook the markets, the fund’s managers acted swiftly. They held some cash reserves and used smart hedging strategies to protect their investors’ money. While many funds faltered, the 360 ONE Equity Opportunity Fund weathered the storm with grace, limiting losses and positioning itself for the next upswing. Investors who trusted this journey saw their wealth grow steadily, rewarded for their patience and faith. The fund’s success was no accident; it was the result of deep research, disciplined investing, and a clear understanding of India’s economic pulse.

As India strides confidently towards a brighter economic future, the fund’s managers are excited about sectors like pharmaceuticals, green energy, fintech, and specialty chemicals. They believe these industries will drive India’s growth story in the years to come. With a watchful eye on risks like oil prices and currency fluctuations, the fund remains agile, ready to seize opportunities and protect capital.

The tale of the 360 ONE Equity Opportunity Fund teaches us that investing is not about chasing quick wins but about understanding cycles, valuing businesses rightly, and having the courage to invest when others hesitate. For investors seeking growth with a thoughtful approach, this fund offers a compelling path-a journey where vision meets strategy, and patience yields success. And so, the 360 ONE Equity Opportunity Fund continues its voyage, navigating the waves of the Indian equity markets, turning challenges into opportunities, and writing a story of growth that inspires investors across the nation.

The primary objective of the 360 ONE Equity Opportunity Fund – Series 4 is to generate long-term capital appreciation by investing in a blend of listed and unlisted equity opportunities. It focuses on identifying scalable businesses with clear paths to profitability, tapping into India’s growth trajectory driven by public policy tailwinds, digitization, and rising capital market participation.

• 70% Listed Equities:
  Targets high-compounding, high-growth public companies leveraging sector-specific tailwinds and structural reforms.
• 30% Unlisted Equities:
  Access to innovative, late-stage private businesses with strong fundamentals, shorter paths to IPO or liquidity, and founder-led execution.
• Blended Advantage:
  The strategy is designed to mitigate liquidity and price discovery challenges typically faced in private markets, while also providing seamless entry and exit through listed equity exposure.

360 ONE Equity Opportunity Fund – Series 4 believes in a “blended investing” approach that enables access to:

• Compounding listed equity performers in India’s capital markets
• Selective private deals with strong visibility to liquidity
• Optimal price discovery through deep diligence
• Consistent alpha creation driven by a multi-cycle experienced investment team

It aligns HNI investors with high-potential businesses, while ensuring portfolio liquidity, governance, and cost-effective participation across the capital stack.