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Value Research Rating
Our Opinion
Riskometer
High
₹12.9791
As on 24-Jun-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
360 ONE Balanced Hybrid Fund - Direct Plan
|
|
High
|
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0.45 |
||
|
|
High
|
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1.02 |
|||
|
|
High
|
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1.52 |
|||
|
|
Moderately High
|
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1.46 |
₹860 Cr
1.00 (360)
1,000
--
1,000
6
Investment Strategy
The scheme seeks to generate long term capital appreciation/income by investing in equity and debt instruments.
Suitability
"When you invest for five years or more, you can expect gains that beat the inflation rate as well as the returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
Balanced hybrid funds invest roughly half your money in equity shares and the rest in bonds. Their returns are lower than pure equity funds which invest all your money in shares, but they also fall less when the stock markets decline. This makes them suitable for conservative equity investors or first-time equity investors who are not used to sharp ups and downs.
Like all equity-linked investments, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other balanced hybrid fund, if you need to redeem your investment in less than five years."
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
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of 360 ONE Balanced Hybrid Fund - Direct 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 - Direct 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 - Direct Plan, is ₹12.9791 as of 25-Jun-2025.
| Company | Percentage of Portfolio |
|---|---|
|
GOI GOI Sec 7.10 18/04/2029 |
4.85
|
|
REC Ltd SR 223B Debenture 7.46 30/06/2028 |
4.17
|
|
GOI Sec 7.37 23/10/2028 |
3.05
|
|
Mindspace Business Parks REIT SR Debenture 7.96 11/05/2029 |
2.99
|
|
Power Finance Corporation Ltd SR 248B Bonds 7.45 |
2.98
|
Over the past five years, 360 ONE Balanced Hybrid Fund - Direct Plan has delivered an annualised return of --% as of 25-Jun-2025.
The minimum investment required to start investing in 360 ONE Balanced Hybrid Fund - Direct Plan is ₹1,000 for the lump sum option and ₹1,000 for the SIP (Systematic Investment Plan) option.
