Shareholding Pattern: Shareholding Pattern 360 ONE WAM LIMITED An Examination of Financial Performance for FY (Q4-Mar 2023-2024)

Shareholder Name	Previous Quater Quantity(In Crores)	Current Quater Quantity(In Crores)	Previous Quater Shares(in %)	Current Quater Shares(in %)	Quater to Quater Difference
Promoters	6.37	6.37	17.77	17.75	-0.02 %
Public	29.47	29.52	10.88	10.69	-0.19 %
DII	3.18	2.99	8.87	8.34	-0.53 %
FII	22.39	22.69	62.48	63.22	+0.74 %
Government	0	0	0	0	0

Promoters’ shareholding decreased from 17.77% in December 2023 to 17.75% in March 2024. This reduction indicates that the promoters’ control over Company has weakened during this period.The percentage of shares held by the public decreased from 10.88% in December 2023 to 10.69% in March 2024.This reduction indicates that the public’s stake in the company diminished during this period.Domestic Institutional Investor’s (DII) shareholding decreased slightly from 8.87% in December 2023 to 8.34% in March 2024 , indicating that domestic institutions reduced their -0.53 stake in the company.FIIs (Foreign Institutional Investors): There was a significant increase from 62.48% in December 2023 to 63.22% in March 2024. This suggests that foreign institutions grew their investments 0.74 in the company during the quarter.

Let’s look into the statistics of the investors, which could have contributed to the fluctuations in the shareholding pattern.

Shareholder Name	Previous Quarter Quantity (In crores)	Current Quarter Quantity (In crores)	Previous Quarter Shares (in %)	Current Quarter Shares (in %)	Quarter-to-Quarter Difference (%)
Nirmal Bhanwarlal Jain	1.992	1.992	5.56	5.55	-0.01 %
Yatin Shah	1.373	1.373	3.83	3.82	-0.01 %
Shilpa Bhagat	0.450	0.450	1.26	1.25	-0.01 %
Nirmal Madhu Family Private Trust (trustee being Mansukhlal Jain and Pritesh Ashwin Mehta)	0.281	0.281	0.79	0.78	-0.01 %

Nirmal Bhanwarlal Jain faced a downturn in stakeholding this quarter, witnessing a decline of -0.01 % in stakeholding compared to the previous quarter.Yatin Shah faced a downturn in stakeholding this quarter, witnessing a decline of -0.01 % in stakeholding compared to the previous quarter.Shilpa Bhagat faced a downturn in stakeholding this quarter, witnessing a decline of -0.01 % in stakeholding compared to the previous quarter.Nirmal Madhu Family Private Trust (trustee being Mansukhlal Jain and Pritesh Ashwin Mehta) faced a downturn in stakeholding this quarter, witnessing a decline of -0.01 % in stakeholding compared to the previous quarter.

Shareholder Name	Previous Quarter Quantity (In Crores)	Current Quarter Quantity (In Crores)	Previous Quater Shares (in %)	Current Quater Shares (in %)	Quater-to-Quater Difference (%)
Resident Individuals holding nominal share capital up to Rs. 2 lakhs	2.242	2.223	6.25	6.2	-0.05 %
Resident Individuals holding nominal share capital in excess of Rs. 2 lakhs	1.005	0.969	2.8	2.7	-0.1 %
Bodies Corporate	0.362	0.368	1.01	1.03	+ 0.02 %
Any Other (specify)	0.097	0.085	0.27	0.24	-0.03 %
HUF	0.049	0.046	0.14	0.13	-0.01 %
Body Corp-Limited Liability Partnership	0	0.031	0	0.09	+0.09%
Body Corp-Ltd Liability Partnership	0.040	0	0.11	0	-0.11%

Observations show a significant difference of -0.05 % in Resident Individuals holding nominal share capital up to Rs. 2 lakhs’s financial performance between quarters.Observations show a significant difference of -0.1 % in Resident Individuals holding nominal share capital in excess of Rs. 2 lakhs’s financial performance between quarters.Leading the way to higher stakeholding, Bodies Corporate has significantly boosted stakeholding by an impressive 0.02 %.Observations show a significant difference of -0.03 % in Any Other (specify)’s financial performance between quarters.Observations show a significant difference of -0.01 % in HUF’s financial performance between quarters.Body Corp-Limited Liability Partnership had no shares in the previous quarter but now holds 0.09% of shares in the current quarter.Body Corp-Ltd Liability Partnership had 0.11% of shares in the previous quarter but exited in the current quarter.

Shareholder Name	Previous Quarter Quantity (In Crores)	Current Quarter Quantity (In Crores)	Previous Quater Shares (in %)	Current Quater Shares (in %)	Quater-to-Quater Difference (%)
Mutual Funds/	2.460	2.250	6.86	6.27	-0.59 %
Icici Prudential Value Discovery Fund	1.081	0.973	3.02	2.71	-0.31 %
Alternate Investment Funds	0.575	0.588	1.6	1.64	+ 0.04 %
Insurance Companies	0.146	0.155	0.41	0.43	+ 0.02 %
Hsbc Small Cap Fund	0.362	0	1.01	0	-1.01%

Mutual Funds/ decreased their stake from 6.27% in the previous quarter to 6.86% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -0.59 %.Icici Prudential Value Discovery Fund decreased their stake from 2.71% in the previous quarter to 3.02% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -0.31 %.The latest quarter saw a considerable enhancement in stakeholding for Alternate Investment Funds, reflecting an uptick of 0.04 % in their shares.The latest quarter saw a considerable enhancement in stakeholding for Insurance Companies, reflecting an uptick of 0.02 % in their shares.Hsbc Small Cap Fund had 1.01% of shares in the previous quarter but exited in the current quarter.

Shareholder Name	Previous Quarter Quantity (In Crores)	Current Quarter Quantity (In Crores)	Previous Quater Shares (in %)	Current Quater Shares (in %)	Quater-to-Quater Difference (%)
Foreign Direct Investment	16.918	16.758	47.2	46.7	-0.5 %
Government Pension Fund Global	0.911	0.982	2.54	2.74	+ 0.2 %
WF Asian Reconnaissance Fund Limited	0.880	0.651	2.46	1.81	-0.65 %
BC Asia Investments X Limited	8.862	8.862	24.72	24.69	-0.03 %
Rimco (Mauritius) Limited	0.798	0.798	2.23	2.22	-0.01 %
Foreign Portfolio Investors Category I	5.046	5.667	14.08	15.79	+ 1.71 %
Fidelity Investment Trust : Fidelity Emerging Markets Fund	0.658	0.799	1.84	2.23	+ 0.39 %
Capital Income Builder	1.892	1.790	5.28	4.99	-0.29 %
Foreign Portfolio Investors Category II	0.431	0.261	1.2	0.73	-0.47 %

Stakeholding dwindled by -0.5 % for Foreign Direct Investment in comparison to the preceding quarter.During this past quarter, there was a noteworthy upswing in stakeholding for Government Pension Fund Global, which experienced a significant increase of 0.2 % .Stakeholding dwindled by -0.65 % for WF Asian Reconnaissance Fund Limited in comparison to the preceding quarter.Stakeholding dwindled by -0.03 % for BC Asia Investments X Limited in comparison to the preceding quarter.Stakeholding dwindled by -0.01 % for Rimco (Mauritius) Limited in comparison to the preceding quarter.During this past quarter, there was a noteworthy upswing in stakeholding for Foreign Portfolio Investors Category I, which experienced a significant increase of 1.71 % .During this past quarter, there was a noteworthy upswing in stakeholding for Fidelity Investment Trust : Fidelity Emerging Markets Fund, which experienced a significant increase of 0.39 % .Stakeholding dwindled by -0.29 % for Capital Income Builder in comparison to the preceding quarter.Stakeholding dwindled by -0.47 % for Foreign Portfolio Investors Category II in comparison to the preceding quarter.