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360 ONE Balanced Hybrid Fund
HybridDynamic Asset Allocation
3
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Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹13.81
Total Expense Ratio
0.67%
Base Expense Ratio
NA
Min SIP
₹1.00K
Fund Size
₹646Cr
Min Investment
₹1.00K
Lock In
NA
Scheme Information Document
Exit load: Nil upto 10% of units and 1% for remaining units on or before 12M, Nil after 12M
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
0.28%
Beta
0.50
Sharpe Ratio
0.169798
Risk
11.27%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(4.51)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
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- Edelweiss Balanced Advantage Fund
- PGIM India Balanced Advantage Fund
- Motilal Oswal Balanced Advantage Fund
- Tata Balanced Advantage Fund
- Baroda BNP Paribas Balanced Advantage Fund
- NJ Balanced Advantage Fund
- Nippon India Balanced Advantage Fund
- Union Balanced Advantage Fund
- Mahindra Manulife Balanced Advantage Fund
- HDFC Balanced Advantage Fund
- SBI Balanced Hybrid Fund
- 360 ONE Balanced Hybrid Fund
- WhiteOak Capital Balanced Advantage Fund
- HSBC Dynamic Asset Allocation Fund
- SBI Balanced Advantage Fund
- Bajaj Finserv Balanced Advantage Fund
- Canara Robeco Balanced Advantage Fund
M
Mayur Patel
360 ONE Mutual FundTotal assets under management
₹11.81L Crores
Date of incorporation
22 Mar 2010
360 ONE Balanced Hybrid Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the 360 ONE Balanced Hybrid Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The 360 ONE Balanced Hybrid Fund has an AUM of ₹645.96 Cr as on 11/5/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 9.18%. The risk is High against the category average of 30.15.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year.
If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.
Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year.
If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.
Ans. There is no lock-in period applicable on 360 ONE Balanced Hybrid Fund.
Ans. The expense ratio of 360 ONE Balanced Hybrid Fund is 0.67%.