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360 ONE Balanced Hybrid Fund Direct Growth

Growth
12.910.25% (-0.03)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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360 ONE Balanced Hybrid Fund Performance & Key Metrics

360 ONE Balanced Hybrid Fund Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.456.660.45
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.256.600.39

360 ONE Balanced Hybrid Fund Scheme Info360 ONE Balanced Hybrid Fund Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
Nil upto 10% of units and 1% for remaining units on or before 12M Nil after 12M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 1,000
Initial: ₹ 1,000 Incremental: ₹ 1,000
BenchmarkBenchmark
NIFTY 50 Hybrid Composite Debt 50:50 Index

About Balanced Hybrid Fund

About Balanced Hybrid Fund

Balanced Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.

360 ONE Balanced Hybrid Fund Peers

What are peers and why compare against them?

What are peers and why compare against them?

A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.

360 ONE Balanced Hybrid Fund Peers & Comparison

Comparing 1 mutual funds from 
HybridBalanced Hybrid Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
360 ONE Balanced Hybrid Fund7.66%16.01%
WOC Balanced Hybrid Fund9.24%17.08%

360 ONE Balanced Hybrid Fund Returns Comparison

Compare 360 ONE Balanced Hybrid Fund with any MF, ETF, stock or index
Compare 360 ONE Balanced Hybrid Fund with any MF, ETF, stock or index
360 ONE Balanced Hybrid Fund
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360 ONE Balanced Hybrid Fund Portfolio

What are constituents?

What are constituents?

Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.

360 ONE Balanced Hybrid Fund Asset Allocation

360 ONE Balanced Hybrid Fund Asset Allocation

Actual

Target

May 2024

Sep 2024

Dec 2024

Mar 2025

ACTUAL
Cash & EquivalentsGovernment SecuritiesCorporate DebtEquity2.63%15.88%38.76%42.72%

May 2024

Sep 2024

Dec 2024

Mar 2025

Tickertape Separator

360 ONE Balanced Hybrid Fund Sector Distribution

360 ONE Balanced Hybrid Fund Sector Distribution

+25 moreInvestment Banking & BrokerageConsumer FinanceOthersSpecialized FinanceG-Sec50.36 %7.93 %8.06 %8.19 %9.59 %15.88 %

May 2024

Sep 2024

Dec 2024

Mar 2025

Tickertape Separator

360 ONE Balanced Hybrid Fund Sector Weightage

360 ONE Balanced Hybrid Fund Sector Weightage

Dec 23Mar 24May 24Sep 24Dec 24Mar 2512.86%17.49%12.72%0.00%0.00%15.88%
G-Sec as a % of total holdings for last six quarters
Tickertape Separator

360 ONE Balanced Hybrid Fund Current Holdings

360 ONE Balanced Hybrid Fund Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of 360 ONE Balanced Hybrid Fund

AMC Profile of 360 ONE Balanced Hybrid Fund

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360 ONE Balanced Hybrid Fund Manager Details

360 ONE Balanced Hybrid Fund Manager Details

360 ONE Balanced Hybrid Fund Manager Profile

360 ONE Balanced Hybrid Fund Manager Profile

Mayur Patel

AUM:  ₹10,030.09 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Ashish Ongari

AUM:  ₹10,791.89 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 6yrs

Milan Mody

AUM:  ₹2,341.72 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 16yrs

Manumaharaj Saravanaraj

AUM:  ₹2,341.72 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

360 ONE Balanced Hybrid Fund Manager Performance (0)

360 ONE Balanced Hybrid Fund Manager Performance (0)

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360 ONE Balanced Hybrid Fund Tax Implications

360 ONE Balanced Hybrid Fund Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab

+

-

You make

360 ONE Balanced Hybrid Fund Review & Opinions

360 ONE Balanced Hybrid Fund Review & Opinions

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
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360 ONE Balanced Hybrid Fund FAQs

360 ONE Balanced Hybrid Fund FAQs

  1. What is the NAV of 360 ONE Balanced Hybrid Fund?

    The Current NAV of 360 ONE Balanced Hybrid Fund is ₹12.91, as of 13th June 2025

  2. What are the returns of 360 ONE Balanced Hybrid Fund?

    The 360 ONE Balanced Hybrid Fund has been there since 25th September 2023
    • 1 Year Returns: 7.66

  3. What are the top 5 sectors holdings of 360 ONE Balanced Hybrid Fund?

    The top sectors 360 ONE Balanced Hybrid Fund has invested in are as for 25th 09 2023 are as follows -
    • G-Sec | 15.88%
    • Specialized Finance | 9.59%
    • Others | 8.19%
    • Consumer Finance | 8.06%
    • Investment Banking & Brokerage | 7.93%

  4. What are the top 5 holdings 360 ONE Balanced Hybrid Fund?

    The top 5 holdings for 360 ONE Balanced Hybrid Fund are
    • 7.1% Government of India (18/04/2029) | 4.88%
    • 7.46% REC Limited (30/06/2028) | 4.20%
    • 7.37% Government of India (23/10/2028) | 3.07%
    • 7.04% Government of India (03/06/2029) | 3.05%
    • 7.96% Mindspace Business Parks REIT (11/05/2029) | 3.03%

  5. What is the asset allocation of 360 ONE Balanced Hybrid Fund?

    The 360 ONE Balanced Hybrid Fund is a plan that invests
    • Equity | 42.72%
    • Corporate Debt | 38.76%
    • Government Securities | 15.88%
    • Cash & Equivalents | 2.63%

  6. How to invest in 360 ONE Balanced Hybrid Fund?

    If you wish to invest in 360 ONE Balanced Hybrid Fund Plan via smallcase, you can follow these quick and easy steps -
    1. Log in to smallcase
    2. Search and select the 360 ONE Balanced Hybrid Fund
    3. Complete filling your details and KYC
    4. Enter the Amount and type of investment (SIP or Lumpsum)
    5. And Voila! your SIP or Lumpsump investment in 360 ONE Balanced Hybrid Fund is completed
    6. You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.

  7. What is the AUM of 360 ONE Balanced Hybrid Fund?

    The AUM of 360 ONE Balanced Hybrid Fund is 859.92 Cr as of 13th June 2025

  8. What is the expense ratio of 360 ONE Balanced Hybrid Fund Plan?

    The expense ratio of 360 ONE Balanced Hybrid Fund Plan is 0.45

  9. How to exit 360 ONE Balanced Hybrid Fund?

    If you have invested in 360 ONE Balanced Hybrid Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.

  10. What is the alpha of 360 ONE Balanced Hybrid Fund?

    The alpha ratio for the 360 ONE Balanced Hybrid Fund is N/A

    Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  11. What is the Volatility or Standard Deviation of 360 ONE Balanced Hybrid Fund?

    The volatility or standard deviation for the 360 ONE Balanced Hybrid Fund is 7.23

    Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  12. What is the sharpe ratio of 360 ONE Balanced Hybrid Fund?

    The sharpe ratio for the 360 ONE Balanced Hybrid Fund is 0.45

    The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.

  13. What is the Sortino ratio of 360 ONE Balanced Hybrid Fund?

    The Sortino ratio for the 360 ONE Balanced Hybrid Fund is 0.05

    The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.

  14. What is the Price to Earnings (PE) of 360 ONE Balanced Hybrid Fund?

    The PE ratio (price-to-earnings) of the 360 ONE Balanced Hybrid Fund is 48.79 while category PE ratio is 48.02

  15. 1. Test MF FAQ for Mutual Fund 360 ONE Balanced Hybrid Fund Shares?

    The Current NAV of 360 ONE Balanced Hybrid Fund is ₹12.91, as of 13th June 2025

  16. 5. Test MF FAQ Is there any lock-in period for 360 ONE Balanced Hybrid Fund Plan?

    There is a lock in period of N/A for 360 ONE Balanced Hybrid Fund