← 360 ONE Mutual Fund

360 ONE FLEXICAP FUND-DIRECT PLAN- GROWTH

Flexi Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
56
Aug 2026
Equity Holdings
₹2,173.04 Cr
Equity only, excl. debt & cash
AAUM
₹2,012.74 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
19.5%
Diversified
Top 10 Weight
34.5%
Diversified
Changes
58
4 new · 4 exits
Top Sector
Banks
14.2% of portfolio
Launch Date
12 Jun 2023
3 years old

AAUM (Average Assets Under Management) of ₹2,012.74 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month 360 ONE FLEXICAP FUND made 4 new additions and exited 4 stocks this month. The biggest new buy was Shriram Pistons & Rings Limited (Auto Components) at 1.10% weight. Adani Enterprises Limited was the biggest exit (Metals & Minerals Trading), which was held at 1.90%. Among existing holdings, Redington Limited saw the biggest increase — now at 3.16% of the portfolio. Aditya Infotech Limited was trimmed the most, now at 0.74%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 14.2%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 14.0% 14.1% +0.1%
Finance 10.6% 13.2% +2.5%
Pharmaceuticals & Biotechnology 6.3% 7.3% +0.9%
Telecom - Services 6.1% 6.1% -0.1%
Electrical Equipment 11.9% 5.3% -6.6%
Industrial Manufacturing 2.3% 5.1% +2.8%
Retailing 3.9% 4.2% +0.3%
IT - Software 3.4% 3.3% -0.1%
Agricultural, Commercial & Construction Vehicles 3.2% 3.2% 0.0%
Metals & Minerals Trading 1.2% 3.0% +1.8%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 14.1% 14.2% +0.0%
Finance 13.2% 13.0% -0.2%
Pharmaceuticals & Biotechnology 7.3% 6.6% -0.7%
Telecom - Services 6.1% 5.7% -0.4%
Electrical Equipment 5.3% 5.3% 0.0%
Retailing 4.2% 4.6% +0.4%
Commercial Services & Supplies 2.6% 4.0% +1.3%
Industrial Manufacturing 5.1% 3.6% -1.6%
Agricultural, Commercial & Construction Vehicles 3.2% 3.4% +0.2%
Capital Markets 2.6% 2.9% +0.3%
🟢
Biggest New Buy
Shriram Pistons & Rings Limited
1.10% weight · Auto Components
🔴
Biggest Exit
Adani Enterprises Limited
1.90% was held · Metals & Minerals Trading
Biggest Add
Redington Limited
+1.42% · now 3.16%
Biggest Trim
Aditya Infotech Limited
-1.82% · now 0.74%
🤝 Other funds also bought this month
Shriram Pistons & Rings Limited 25 funds
Shriram Pistons & Rings Limited
ICICI Prudential Active Momentum Fund - Direct Plan - Growth
Edelweiss Business Cycle Fund - Direct Plan - Growth
SBI Automotive Opportunities Fund - Direct Plan - Growth + more
Horizon Industrial Parks Ltd. 21 funds
Horizon Industrial Parks Ltd.
JM Multi Asset Allocation Fund
JM Flexicap Fund (Direct) - Growth Option
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option + more
JSW Energy Limited 13 funds
JSW Energy Limited
JM Large & Mid Cap Fund (Direct) - Growth Option
Abakkus Large & Mid cap Fund
SBI Aggressive Hybrid Fund + more
Behari Lal Engineering Limited 4 funds
Behari Lal Engineering Limited
WhiteOak Capital Balanced Advantage Fund Direct Plan Growth
Bandhan Large & Mid Cap Fund - Direct Plan - Growth
WhiteOak Capital Flexi Cap Fund Direct Plan-Growth + more
👋 Other funds also exited
Oil India Limited 27 funds
Oil India Limited
Sundaram Multi-Factor Fund - Direct - Growth
Kotak Multi Asset Allocation Fund - Direct Plan - Growth Option
Kotak Active Momentum Fund - Direct Plan - Growth option + more
Adani Enterprises Limited 25 funds
Adani Enterprises Limited
quant ESG Integration Strategy Fund
Samco Active Momentum Fund
Motilal Oswal Special Opportunities Fund - Direct - Growth + more
Sumitomo Chemical India Limited 8 funds
Sumitomo Chemical India Limited
Kotak Nifty Chemicals ETF
ITI Bharat Consumption Fund - Direct Plan - Growth
ITI Small Cap Fund - Direct Plan - Growth Option + more
Oswal Pumps Ltd. 2 funds
Oswal Pumps Ltd.
quant Dynamic Asset Allocation Fund
Kotak Energy Opportunities Fund-Direct-Growth

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 4 New Entries 🔴 4 Exits ↑ 22 Increased ↓ 28 Decreased
#StockSectorWeight (Aug 2026)
1
Shriram Pistons & Rings Limited
₹24.77 Cr
Auto Components 1.10%
2
Horizon Industrial Parks Ltd.
₹23.70 Cr
Realty 1.05%
3
Behari Lal Engineering Limited
₹20.73 Cr
Industrial Products 0.92%
4
JSW Energy Limited
₹20.63 Cr
Power 0.92%
#StockSectorLast Weight (Jul 2026)
1
Adani Enterprises Limited
₹41.76 Cr
Metals & Minerals Trading 1.90%
2
Oil India Limited
₹18.50 Cr
Oil 0.84%
3
Oswal Pumps Ltd.
₹13.97 Cr
Industrial Products 0.64%
4
Sumitomo Chemical India Limited
₹11.80 Cr
Fertilizers & Agrochemicals 0.54%
#StockSectorJul 2026Aug 2026Change
1
Redington Limited
₹71.07 Cr
Commercial Services & Supplies 1.74% 3.16% +1.42%
2
One 97 Communications Limited
₹61.79 Cr
Financial Technology (Fintech) 1.53% 2.75% +1.22%
3
BSE Limited
₹35.54 Cr
Capital Markets 1.18% 1.58% +0.40%
4
MTAR Technologies Limited
₹43.95 Cr
Aerospace & Defense 1.63% 1.95% +0.32%
5
Indo-MIM Limited
₹63.18 Cr
Industrial Manufacturing 2.55% 2.81% +0.26%
6
Eternal Limited
₹85.03 Cr
Retailing 3.57% 3.78% +0.21%
7
Vedant Fashions Limited
₹18.15 Cr
Retailing 0.63% 0.81% +0.18%
8
Tata Motors Ltd
₹75.68 Cr
Agricultural, Commercial & Construction Vehicles 3.19% 3.36% +0.17%
9
Premier Energies Limited
₹72.41 Cr
Electrical Equipment 3.05% 3.22% +0.17%
10
Axis Bank Limited
₹79.75 Cr
Banks 3.43% 3.54% +0.11%
#StockSectorJul 2026Aug 2026Change
1
Aditya Infotech Limited
₹16.55 Cr
Industrial Manufacturing 2.56% 0.74% -1.82%
2
Tech Mahindra Limited
₹20.03 Cr
IT - Software 1.44% 0.89% -0.55%
3
Anthem Biosciences Limited
₹22.96 Cr
Pharmaceuticals & Biotechnology 1.40% 1.02% -0.38%
4
Maruti Suzuki India Limited
₹33.16 Cr
Automobiles 1.79% 1.47% -0.32%
5
Bharti Airtel Limited
₹58.37 Cr
Telecom - Services 2.89% 2.59% -0.30%
6
Bajaj Finance Limited
₹58.92 Cr
Finance 2.90% 2.62% -0.28%
7
Shaily Engineering Plastics Ltd
₹22.07 Cr
Industrial Products 1.22% 0.98% -0.24%
8
Motherson Sumi Wiring India Limited
₹39.72 Cr
Auto Components 2.00% 1.77% -0.23%
9
Emmvee Photovoltaic Power Ltd
₹30.67 Cr
Electrical Equipment 1.58% 1.36% -0.22%
10
Aegis Vopak Terminals Limited
₹41.12 Cr
Oil 2.02% 1.83% -0.19%

What Stocks Does This Fund Hold?

56 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹114.43 Cr
Banks
5.09%
2
₹85.03 Cr
Retailing
3.78%
3
₹82.80 Cr
Finance
3.68%
4
₹79.75 Cr
Banks
3.54%
5
₹75.68 Cr
Agricultural, Commercial & Construction Vehicles
3.36%
6
₹72.41 Cr
Electrical Equipment
3.22%
7
₹71.07 Cr
Commercial Services & Supplies
3.16%
8
₹69.06 Cr
Telecom - Services
3.07%
9
₹63.18 Cr
Industrial Manufacturing
2.81%
10
₹61.79 Cr
Financial Technology (Fintech)
2.75%
🏆 Top stocks held by Flexi Cap funds
See which stocks all active Flexi Cap fund managers are buying — ranked by total value invested
🏦 360 ONE Mutual Fund — Portfolio & Holdings
See all funds managed by 360 ONE Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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