Latest news with #360ONEAsset
Economic Times
4 days ago
- Business
- Economic Times
Cut exposure to crowded midcap trades, buy more largecaps: 360 ONE's Raghav Iyengar
Raghav Iyengar of 360 ONE Asset suggests tactical adjustments for investors. He recommends reducing midcap exposure and increasing investment in high-quality largecaps. HNIs and UHNIs are showing interest in REITs and InvITs for stable income. Family offices are exploring private credit and structured debt. Investors are diversifying into global markets and real assets. Tired of too many ads? Remove Ads Edited excerpts: As we step into the second half of 2025, what's your macro view on the markets? Nifty seems to be stuck in a range for the last 2 months. What is the kind of interest that you are seeing from HNIs and UHNIs in investing in REITs and InvITs? Tired of too many ads? Remove Ads What are the dominant wealth themes for H2 2025? Are you advising a shift in asset allocation? For HNIs and UHNIs, is this a time to go risk-on or adopt a more defensive, cash-heavy stance? Are Indian family offices showing greater appetite for private credit and structured debt? What's driving this demand? Tired of too many ads? Remove Ads With public market valuations stretched in pockets, are alternatives like AIFs and unlisted equity becoming the go-to bet? What's your house view on global diversification — is 'Buy US tech' still the evergreen idea or are clients looking at other geographies? Have you seen growing interest in gold, real assets or commodities as hedges in client portfolios? What are the biggest mistakes ultra-wealthy investors are making right now, and what would you caution them against? While not advising clients to make a wholesale shift towards gold and silver, Raghav Iyengar , CEO, 360 ONE Asset, said his team is advocating tactical tweaks, including reducing overexposure to crowded trades in midcaps and increasing allocation to high-quality large this chat with ETMarkets, he also explains that a balanced barbell strategy is working well, combining core equity holdings with defensive assets like short-duration debt or REITs for HNI the Nifty has been consolidating, reflecting a market that's digesting past gains and looking for fresh triggers. Our macro view is cautiously constructive. While India's structural story remains intact with strong domestic demand, policy continuity, and capex revival, markets are in check due to global factors such as the trajectory of US interest rates, China's uneven recovery, and geopolitical tensions. We expect this range-bound movement to continue in the near term, but this could be an opportunity to accumulate quality names selectively. Markets often pause before the next leg up, and this could well be that has certainly picked up. HNIs and UHNIs are seeking predictable cash flows, and REITs and InvITs offer precisely that; yields that are relatively attractive compared to traditional fixed income. There is a growing appreciation for these vehicles as core components of a diversified income-oriented portfolio, especially as these products mature and gain transparency. Additionally, the tax clarity and regulatory stability around them have added to investor are not advisors but manufacturers, and our focus includes income generation in a high-rate environment and diversification across multiple asset particularly gold and silver, are re-emerging as important portfolio components, not just as hedges but as tactical plays amid global macro uncertainty and continued central bank accumulation of bullion. Investors add exposure through ETFs, sovereign gold bonds, or commodity-linked we're not advising a wholesale shift, we are advocating tactical tweaks, including reducing overexposure to crowded trades in midcaps and increasing allocation to high-quality largecaps It depends on the time horizon and risk appetite. That said, we are advising clients not to stay excessively defensive. A balanced barbell strategy is working well, combining core equity holdings with defensive assets like short-duration debt or REITs. Cash as a strategic buffer is important, but sitting on cash in a structurally bullish market like India's can be a drag. Selectively going risk-on, especially in global equities or beaten-down domestic themes, could add and quite significantly. Private credit offers an appealing risk-adjusted return profile, particularly in an environment where traditional fixed income yields are plateauing. Family offices are increasingly sophisticated. They value predictable cash flows, bespoke structures, and capital preservation. Demand is being driven by tighter bank lending norms, higher spreads, and a desire to diversify away from public markets. Structured debt is also seen as a hedge against public market Alternatives are no longer peripheral; they are becoming core to many sophisticated portfolios. AIFs, especially Category II and III, are attracting strong flows due to their ability to capture alpha in niche strategies from pre-IPO to credit and special situations. Unlisted equity, too, is drawing interest as investors seek to participate in India's private market growth story. However, selectivity, manager quality, and governance remain US tech remains a cornerstone, clients are becoming more nuanced. The "buy everything tech" trade is evolving. There's growing interest in Japan, select parts of Europe, and Southeast Asia, especially for clients looking for valuation comfort and sectoral diversification. We continue to recommend global diversification not just geographically but also across asset classes, including global credit, thematic ETFs, and global REITs, to hedge against domestic concentration Gold remains a strategic allocation in many portfolios, especially with central banks globally holding steady or pivoting dovishly. Real assets, particularly through REITs and global infrastructure funds, are being used both as inflation hedges and yield enhancers. Commodities as a tactical allocation are less prevalent among traditional UHNI portfolios but are finding their place via structured products or thematic exposure within AIFs and PMS investors often have access to the best advisors, cutting-edge research, and a wide array of investment opportunities. But even at the top, certain blind spots persist. For some, it is overconcentration, either in a single asset class, theme, or geography and driven by recent past performance. Another is the chase for yield without fully understanding the embedded risks in structured products or private credit. We also see a tendency to delay decision-making in volatile times, which leads to missed opportunities. Our advice: Stay diversified, focus on long-term compounding, and avoid binary investment calls. Strategic patience often outperforms tactical brilliance.
Time of India
16-07-2025
- Business
- Time of India
360 ONE Overnight Fund collects Rs 200 crore during NFO period
360 ONE Mutual Fund has announced the successful close of the New Fund Offer (NFO) for its newly launched 360 ONE Overnight Fund , having garnered over Rs 200 crore during the subscription period. The new fund offer or NFO of the fund was open from July 1 to July 9. The open-ended debt scheme, which invests in overnight securities, received interest from a wide base of investors, including corporates, HNIs, and individual investors looking for efficient short-term deployment of surplus funds. Also Read | HDFC Defence Fund picks up smallcap stock that surged 300% in 3 years Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Gold Is Surging in 2025 — Smart Traders Are Already In IC Markets Learn More Undo According to the fund house, the encouraging response reflects investor preference for low-risk, high-liquidity solutions. The fund reopened for continuous sale and repurchase from July 14, with no exit load and a minimum investment amount of Rs 5,000 (and in multiples of Re 1 thereafter). Live Events 'We are pleased with the encouraging investor response to the 360 ONE Overnight Fund. This validates the market's appetite for simple, low-risk, and liquid investment avenues—especially in uncertain or transitional market phases. Our commitment remains to offer intelligent solutions across time horizons and risk appetites," said Raghav Iyengar, CEO, 360 ONE Asset. The 360 ONE Overnight Fund primarily invests in debt and money market instruments such as TREPs, reverse repos, treasury bills, certificates of deposit, and commercial papers—all with overnight maturities. It is suited for investors with a time horizon of one day to one month, who seek daily liquidity and reasonable returns over the short term without undue complexity. Also Read | Vishal Mega Mart, Tech Mahindra among stocks that HDFC Mutual Fund bought and sold in June With this successful fund raise, 360 ONE Asset further strengthens its position as a provider of innovative yet prudent fixed income solutions, tailored for the evolving needs of Indian investors. The fund is suitable for investors seeking regular income with high levels of safety and liquidity over short term and investment in debt and money market instruments with overnight maturity.
Time of India
01-07-2025
- Business
- Time of India
NFO Alert: 360 ONE Mutual Fund launches overnight fund
360 ONE Asset Management has announced the launch of the 360 ONE Overnight Fund , an open-ended debt scheme investing in overnight securities. The New fund offer or NFO of the fund is open for subscription and will close on July 9. The scheme reopens for continuous sale and repurchase from July 14. Also Read | JioBlackRock Overnight Fund opens for subscription. Who should invest? Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Play War Thunder now for free War Thunder Play Now Undo This fund is designed to offer investors a prudent solution for managing short-term surplus funds while balancing safety, liquidity, and reasonable returns over the short term, according to a press release. The minimum application amount of Rs 5,000 and in multiples of Re 1 thereafter. The fund will have no exit load, offering investors the flexibility to redeem at their convenience. Live Events The 360 ONE Overnight Fund will invest in debt and money market securities such as certificates of deposit, commercial papers, TREPs, reverse repo and T-bills with overnight maturity. 'We remain focused on delivering precise and purposeful solutions that cater to the varied needs of our investors. The launch of the 360 ONE Overnight Fund is a continuation of that approach, offering a well-structured option for short-term capital allocation. It is tailored for those who seek safety, liquidity and short-term deployment of surplus funds without much complexity,' said Raghav Iyengar , CEO, 360 ONE Asset. According to the press release, the funny is ideal for conservative investors, transitional investors, and corporates managing short-term liquidity. 'The 360 ONE Overnight Fund is designed to manage short-term money needs by providing high liquidity and relatively low risk. With daily reinvestment of matured securities, the scheme seeks to provide a smooth and efficient avenue to address short-term financial requirements,' said Milan Mody, Fund Manager, Fixed Income, 360 ONE Asset. Also Read | JioBlackRock Mutual Fund: 3 NFOs open for subscription today. Should you invest? Overnight funds invest in securities that mature overnight or within one business day, making them among the lowest-risk options in the fixed-income space. These funds are particularly suitable for investors with an investment horizon of one day to one month, including corporates, HNIs, and individuals seeking to park funds for the very short term, the release said.
Entrepreneur
04-06-2025
- Business
- Entrepreneur
360 ONE Asset Invests INR 170 Cr in Paras Healthcare
The funding will aid Paras Healthcare's expansion plans, aimed at enhancing access to affordable, high-quality healthcare in tier I and tier II cities. You're reading Entrepreneur India, an international franchise of Entrepreneur Media. 360 ONE Asset, a wholly-owned subsidiary of 360 ONE WAM, announced that it has invested INR 170.60 crore in Paras Healthcare, a prominent multispecialty hospital chain in North India. This investment marks the asset manager's seventh investment in India's healthcare services sector through its funds and aligns with its market-leading Pre-IPO strategy. The transaction includes both primary capital infusion to support growth and a secondary component, enabling a partial exit by an existing investor. The funding will aid Paras Healthcare's expansion plans, aimed at enhancing access to affordable, high-quality healthcare in tier I and tier II cities. Founded by Dr Dharminder Nagar, Paras Healthcare currently operates over 2,000 beds across eight hospitals, with a focus on accessible, affordable medical care through an asset-light business model and strong unit economics. The hospital chain has built a strong reputation for delivering quality healthcare while addressing the growing demand in underserved regions. Umesh Agrawal, Senior Fund Manager and Strategy Head – Financial Services and Industrials, 360 ONE Asset, said, "This marks our seventh investment in the Indian healthcare services segment, reaffirming our strong conviction in the sector's long-term potential. We are proud to partner with Paras Healthcare in expanding access to affordable quality care to under-served customers. This investment is also the latest from our market-leading Pre-IPO strategy." With an AUM of ~USD 10 billion, 360 ONE Asset is one of India's leading asset management firms. Its Venture Capital and Private Equity platform manages over USD 3 billion and focuses on sectors like healthcare, technology, financial services, and consumer industries. The firm offers a comprehensive suite of products including AIFs, PMS, and MFs across public and private markets.
Time of India
04-06-2025
- Business
- Time of India
360 ONE Asset invests ₹170.6 Cr in Paras Healthcare
Mumbai: Asset management firm 360 ONE Asset , a wholly-owned subsidiary of 360 ONE WAM, has invested Rs 170.6 crore in the hospital chain- Paras Healthcare in north India. The transaction includes both primary capital infusion and a secondary component, with a partial exit by an existing investor, according to the company. Umesh Agrawal, Senior Fund Manager and Strategy Head - Financial Services and Industrials, 360 ONE Asset, said, 'This marks our seventh investment in the Indian healthcare services segment, reaffirming our strong conviction in the sector's long-term potential.'
