Profit Even in a Volatile Market..! 360 ONE Mutual Fund Launches New Long-Short Investment Scheme
S.Sridharan, Founder, https://www.walletwealth.co.in/
360
ONE Mutual Fund
has launched a new investment scheme called DynaSIF Equity Ex-Top
100 Long-Short Fund. The New Fund Offer (NFO) is open for subscription until
June
19, 2026.
This scheme
aims to primarily invest in mid-cap and small-cap stocks, excluding the top
100 companies by market capitalization. The fund is designed to capitalize on
structural growth opportunities, economic cycles, and market inefficiencies to
generate long-term capital appreciation.
Investment
Strategy
The fund's
core portfolio will allocate 65% to 100% of its assets to
mid-cap and small-cap equities. Investments may also include Real Estate Investment
Trusts (REITs).
When market
valuations appear attractive, the fund may invest up to 35% in large-cap stocks.
Additionally, to manage portfolio risk and maintain flexibility, up to 25% of the assets can be
invested in government securities, money market instruments, and corporate debt
securities.
What
is a Long-Short Strategy?
Traditional
mutual funds generally take a “long” position by purchasing stocks
expected to appreciate in value.
This fund,
however, can also take “short” positions in stocks that are considered overvalued or
likely to decline. Through this approach, the fund seeks to generate returns
not only from companies that perform well but also from stocks that fall in
value.
The
objective is to enhance risk-adjusted returns and potentially reduce the impact
of market downturns.
Key
Features
|
Feature |
Details |
|
Scheme Type |
Open-ended Specialized Investment Fund (SIF) |
|
NFO Period |
June 5, 2026 – June 19, 2026 |
|
Benchmark |
BSE 500 TRI |
|
Primary Investment Focus |
Mid-cap and Small-cap Equities |
|
Short Exposure |
Up to 25% |
|
Exit Load |
0.5% if redeemed within 3 months; Nil thereafter |
|
Fund Managers |
Mayur Patel, Harsh Agarwal, Milan Mody, and Pranav Mise |
Points
for Investors to Consider
This scheme
follows a more sophisticated investment strategy than conventional equity
mutual funds. Since it has a significant allocation to mid-cap and small-cap
stocks, investors should be prepared for higher volatility along with the
potential for higher returns.
The
long-short strategy aims to mitigate some downside risks during market
corrections while seeking opportunities on both the rising and falling sides of
the market. However, returns are not guaranteed, and the fund's performance
will depend on the effectiveness of its stock selection and risk management
processes.
Conclusion
The 360 ONE DynaSIF Equity
Ex-Top 100 Long-Short Fund offers a differentiated investment approach
by combining growth-oriented mid- and small-cap investing with a long-short
strategy. It may be suitable for investors with a long-term investment
horizon
who are comfortable with moderate to high levels of risk and are looking for
an alternative equity investment opportunity.
For more details and Investing
S.Sridharan, Founder, https://www.walletwealth.co.in/
If you need any advice on investments, do call us at 9940116967.
Team Wallet Wealth,
AMFI Registered Mutual Fund Distributor
2nd Floor, No.8A, 2nd Main Road,
Nanganallur,
Chennai – 600 061
Ph: 044-48612114
https://www.walletwealth.co.in/
Email id: sridharan@walletwealth.co.in
ARN
173466
You can contact Mr.S.Sridharan for all types of investments
including mutual fund investment, medical insurance, and life insurance.
Read articles written by Mr. S. Sridharan in Nanayam Vikatan, a
leading personal financial management magazine https://www.vikatan.com/author/855-sridharan-s
Mutual Fund investments are subject to market risks, read all
scheme related documents carefully.
