← 360 ONE Mutual Fund

360 ONE FLEXICAP FUND-DIRECT PLAN- GROWTH

Flexi Cap Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
52
Apr 2026
Equity Holdings
₹1,940.51 Cr
Equity only, excl. debt & cash
Top 5 Weight
20.5%
Diversified
Top 10 Weight
36.5%
Diversified
Changes
58
9 new · 6 exits
Top Sector
Banks
14.2% of portfolio
📋 What Happened This Month 360 ONE FLEXICAP FUND made 9 new additions and exited 6 stocks this month. The biggest new buy was Onesource Specialty Pharma Limited (Pharmaceuticals & Biotechnology) at 1.68% weight. HDFC Bank Limited was the biggest exit (Banks), which was held at 2.41%. Among existing holdings, Bajaj Consumer Care Limited saw the biggest increase — now at 1.58% of the portfolio. Abbott India Limited was trimmed the most, now at 1.40%. 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
Feb 2026 Mar 2026
Sector Prev Curr Delta
Banks 16.0% 15.2% -0.8%
Electrical Equipment 9.3% 10.6% +1.3%
Finance 12.3% 9.6% -2.7%
Telecom - Services 7.0% 7.4% +0.3%
Construction 5.7% 5.2% -0.5%
IT - Software 4.6% 5.1% +0.5%
Pharmaceuticals & Biotechnology 3.9% 4.2% +0.3%
Capital Markets 3.5% 3.7% +0.2%
Agricultural, Commercial & Construction Vehicles 4.0% 3.6% -0.5%
Automobiles 3.7% 3.5% -0.2%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Banks 15.2% 14.2% -1.0%
Electrical Equipment 10.6% 11.5% +0.9%
Finance 9.6% 9.2% -0.5%
Telecom - Services 7.4% 6.7% -0.7%
Construction 5.2% 5.3% +0.1%
Pharmaceuticals & Biotechnology 4.2% 5.2% +1.0%
Capital Markets 3.7% 4.5% +0.9%
Consumer Durables 3.1% 3.6% +0.5%
IT - Software 5.1% 3.3% -1.7%
Automobiles 3.5% 3.3% -0.2%
🟢
Biggest New Buy
Onesource Specialty Pharma Limited
1.68% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
HDFC Bank Limited
2.41% was held · Banks
Biggest Add
Bajaj Consumer Care Limited
+0.82% · now 1.58%
Biggest Trim
Abbott India Limited
-0.65% · now 1.40%
🤝 Other funds also bought this month
Talwandi Sabo Power Limited 183 funds
Talwandi Sabo Power Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
SBI MNC FUND - DIRECT PLAN -GROWTH + more
Vedanta Aluminium Metal Limited 183 funds
Vedanta Aluminium Metal Limited
Nippon India ETF Nifty Next 50 Junior BeES
Aditya Birla Sun Life Nifty Next 50 Index Fund-Direct Growth
Aditya Birla Sunlife Nifty Next 50 ETF + more
Vedanta Iron And Steel Limited 183 funds
Vedanta Iron And Steel Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
SBI MNC FUND - DIRECT PLAN -GROWTH + more
Malco Energy Limited 176 funds
Malco Energy Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
SBI MNC FUND - DIRECT PLAN -GROWTH + more
JSW Steel Limited 36 funds
JSW Steel Limited
ICICI Prudential Conglomerate Fund - Direct Plan - Growth
HDFC Manufacturing Fund
ICICI Prudential Manufacturing Fund + more
Varun Beverages Limited 36 funds
Varun Beverages Limited
quant Consumption Fund - Growth Option - Direct Plan
ICICI Prudential FMCG Fund - Direct Plan - Growth
Mirae Asset Great Consumer Fund + more
👋 Other funds also exited
Vedanta Limited 72 funds
Vedanta Limited
SBI Quant Fund- Direct Plan- Growth
UTI Nifty Next 50 Index Fund - Direct Plan - Growth Option
Bandhan Nifty Next 50 Index Fund - Direct Plan - Growth + more
HDFC Bank Limited 45 funds
HDFC Bank Limited
ICICI Prudential Nifty Bank Index Fund - Direct Plan Growth
ICICI Prudential Banking and Financial Services Fund - Direct Plan - Growth
Bajaj Finserv Banking and Financial Services Fund - Direct - Growth + more
Infosys Limited 32 funds
Infosys Limited
ICICI Prudential Nifty IT Index Fund - Direct Plan - Growth
ICICI Prudential Nifty50 Value 20 Index Fund - Direct Plan - Growth
UTI Equity Savings Fund - Direct Plan - Growth Option + more
Reliance Industries Limited 29 funds
Reliance Industries Limited
360 ONE ELSS Tax Saver Nifty 50 Index Fund - Direct Plan - Growth
Bajaj Finserv Nifty 50 Index Fund - Direct - Growth
ICICI Prudential Exports & Services Fund - Direct Plan - Growth + more
Coal India Limited 19 funds
Coal India Limited
ICICI Prudential Nifty200 Value 30 Index Fund - Direct Plan - Growth
Motilal Oswal Active Momentum Fund- Direct-Growth
Bandhan Multi-Factor Fund - Direct Plan - Growth + more
SBI Cards and Payment Services Limited 17 funds
SBI Cards and Payment Services Limited
LIC MF Focused Fund-Direct Plan-Growth
quant Mid Cap Fund - Growth Option - Direct Plan
ICICI Prudential Multi-Asset Fund - Direct Plan - Growth + more

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 9 New Entries 🔴 6 Exits ↑ 26 Increased ↓ 17 Decreased
#StockSectorWeight (Apr 2026)
1
Onesource Specialty Pharma Limited
₹33.59 Cr
Pharmaceuticals & Biotechnology 1.68%
2
Varun Beverages Limited
₹30.69 Cr
Beverages 1.54%
3
PNB Housing Finance Limited
₹24.98 Cr
Finance 1.25%
4
Shaily Engineering Plastics Ltd
₹22.14 Cr
Industrial Products 1.11%
5
JSW Steel Limited
₹20.67 Cr
Ferrous Metals 1.04%
6
Malco Energy Limited
₹6.38 Cr
Power 0.32%
7
Vedanta Iron And Steel Limited
₹6.38 Cr
Metals & Minerals Trading 0.32%
8
Vedanta Aluminium Metal Limited
₹6.38 Cr
Metals & Minerals Trading 0.32%
9
Talwandi Sabo Power Limited
₹6.38 Cr
Power 0.32%
#StockSectorLast Weight (Mar 2026)
1
HDFC Bank Limited
₹43.06 Cr
Banks 2.41%
2
Vedanta Limited
₹39.60 Cr
Diversified Metals 2.22%
3
Reliance Industries Limited
₹37.55 Cr
Petroleum Products 2.10%
4
SBI Cards and Payment Services Limited
₹33.25 Cr
Finance 1.86%
5
Infosys Limited
₹28.37 Cr
IT - Software 1.59%
6
Coal India Limited
₹19.29 Cr
Consumable Fuels 1.08%
#StockSectorMar 2026Apr 2026Change
1
Bajaj Consumer Care Limited
₹31.41 Cr
Personal Products 0.76% 1.58% +0.82%
2
Multi Commodity Exchange of India Limited
₹57.56 Cr
Capital Markets 2.12% 2.89% +0.77%
3
Kotak Mahindra Bank Limited
₹73.26 Cr
Banks 3.06% 3.67% +0.61%
4
Crompton Greaves Consumer Electricals Limited
₹29.50 Cr
Consumer Durables 0.98% 1.48% +0.50%
5
GE Vernova T&D India Limited
₹93.11 Cr
Electrical Equipment 4.25% 4.67% +0.42%
6
Axis Bank Limited
₹67.82 Cr
Banks 3.00% 3.40% +0.40%
7
GK Energy Ltd
₹30.38 Cr
Construction 1.20% 1.52% +0.32%
8
Physicswallah Ltd
₹24.48 Cr
Other Consumer Services 0.92% 1.23% +0.31%
9
ICICI Bank Limited
₹93.37 Cr
Banks 4.38% 4.68% +0.30%
10
CG Power and Industrial Solutions Limited
₹46.19 Cr
Electrical Equipment 2.08% 2.32% +0.24%
#StockSectorMar 2026Apr 2026Change
1
Abbott India Limited
₹27.83 Cr
Pharmaceuticals & Biotechnology 2.05% 1.40% -0.65%
2
Indus Towers Limited
₹72.82 Cr
Telecom - Services 4.16% 3.65% -0.51%
3
Tata Motors Ltd
₹65.85 Cr
Agricultural, Commercial & Construction Vehicles 3.55% 3.30% -0.25%
4
Larsen & Toubro Limited
₹75.80 Cr
Construction 4.00% 3.80% -0.20%
5
Bharti Airtel Limited
₹60.78 Cr
Telecom - Services 3.21% 3.05% -0.16%
6
Hero MotoCorp Limited
₹29.20 Cr
Automobiles 1.62% 1.46% -0.16%
7
Britannia Industries Limited
₹40.07 Cr
Food Products 2.12% 2.01% -0.11%
8
Tech Mahindra Limited
₹38.36 Cr
IT - Software 2.02% 1.92% -0.10%
9
Eternal Limited
₹51.72 Cr
Retailing 2.68% 2.59% -0.09%
10
Shriram Finance Limited
₹45.82 Cr
Finance 2.39% 2.30% -0.09%

Full Portfolio

52 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹93.37 Cr
Banks
4.68%
2
₹93.11 Cr
Electrical Equipment
4.67%
3
₹75.80 Cr
Construction
3.80%
4
₹73.26 Cr
Banks
3.67%
5
₹72.82 Cr
Telecom - Services
3.65%
6
₹67.82 Cr
Banks
3.40%
7
₹67.70 Cr
Finance
3.40%
8
₹65.85 Cr
Agricultural, Commercial & Construction Vehicles
3.30%
9
₹60.78 Cr
Telecom - Services
3.05%
10
₹57.56 Cr
Capital Markets
2.89%
🏆 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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