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|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
360 ONE Balanced Hybrid Fund - Regular Plan
|
High
|
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1.94 |
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|
High
|
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1.69 |
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|
High
|
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1.76 |
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|
High
|
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2.28 |
₹780 Cr
1.00 (360)
1,000
--
1,000
6
About 360 ONE Balanced Hybrid Fund - Regular Plan
360 ONE Balanced Hybrid Fund - Regular Plan is a hybrid mutual fund scheme of 360 ONE Mutual Fund. Launched on September 25, 2023, it is currently managed by Mayur Patel, Milan Mody, Ashish Ongari and Viral Mehta. The fund has an expense ratio of 1.94% with an overall AUM (Assets Under Management) of ₹780 Cr.
360 ONE Balanced Hybrid Fund - Regular Plan invests 40-60 per cent of its assets in equity stocks and the remaining 40-60 per cent in bonds. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹1,000.
Investment Strategy
The scheme seeks to generate long term capital appreciation/income by investing in equity and debt instruments.
Suitability
Balanced Hybrid funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
1 min read•By News Desk
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of 360 ONE Balanced Hybrid Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, 360 ONE Balanced Hybrid Fund - Regular Plan can be bought from the 360 ONE Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of 360 ONE Balanced Hybrid Fund - Regular Plan, is ₹12.3638 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
REC Ltd SR 223B Debenture 7.46 30/06/2028 |
4.53
|
|
GOI Sec 7.37 23/10/2028 |
3.34
|
|
Mindspace Business Parks REIT SR Debenture 7.96 11/05/2029 |
3.27
|
|
Embassy Office Parks REIT SR XII Bonds 7.73 14/12/2029 |
3.25
|
|
Tata Capital Housing Finance Ltd SR F Debenture 7.73 14/01/2030 |
3.24
|
Over the past five years, 360 ONE Balanced Hybrid Fund - Regular Plan has delivered an annualised return of --% as of 19-Mar-2026.
The minimum investment required to start investing in 360 ONE Balanced Hybrid Fund - Regular Plan is ₹1,000 for the lump sum option and ₹1,000 for the SIP (Systematic Investment Plan) option.