Widely used:Analyst’s Choice
Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹12.1749 -0.07%
As on 13-Aug-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
360 ONE Balanced Hybrid Fund - Regular Plan
|
|
Very High
|
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1.99 |
||
|
|
High
|
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1.65 |
|||
|
|
High
|
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1.73 |
|||
|
|
High
|
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2.26 |
₹778 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
Dividend Taxation
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.
Mutual funds can be bought directly from the website of the fund house. For instance, 360 ONE Balanced Hybrid Fund - Regular Plan fund can be purchased from the website of 360 ONE Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of 360 ONE Balanced Hybrid Fund - Regular Plan is ₹12.1749 as of 14-Aug-2024.
The AUM of 360 ONE Balanced Hybrid Fund - Regular Plan Fund is ₹778 Cr as of 31-Jul-2024
The riskometer level of 360 ONE Balanced Hybrid Fund - Regular Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
GOI GOI Sec 7.10 18/04/2029 |
5.19
|
|
GOI Sec 7.32 13/11/2030 |
3.94
|
|
GOI Sec 7.06 10/04/2028 |
3.24
|
|
Mindspace Business Parks REIT SR Debenture 7.96 11/05/2029 |
3.23
|
|
Small Industries Devp. Bank of India Ltd SR II Debenture 7.44 04/09/2026 |
3.20
|
As of 31-Jul-2024, 360 ONE Balanced Hybrid Fund - Regular Plan had invested 50.03% in Equity, 48.01% in Debt and 1.96% in Cash & Cash Eq. See More
360 ONE Balanced Hybrid Fund - Regular Plan is 0 years 10 months old. It has delivered 21.75% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
--
|
--
|
--
|
--
|
--
|
21.75%
|
No, There is no lock in period in 360 ONE Balanced Hybrid Fund - Regular Plan.
The expense ratio of 360 ONE Balanced Hybrid Fund - Regular Plan is 1.99.
Mutual Funds 
360 ONE 360 ONE Balanced Hybrid Fund - Regular Plan
