360 ONE Balanced Hybrid Fund - Regular Plan - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Outperformed category benchmark in 88% of historical 3-year rolling periods.
- Strong capital defense: downside capture of 35% limits losses during market corrections.
- Equities carry market risk; returns fluctuate and recommended investment horizon is 5+ years.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +2.68% | +6.16% | -3.48% |
| 3 Months | -0.39% | +1.07% | -1.46% |
| 6 Months | +4.56% | +5.38% | -0.82% |
| 1 Year | +3.58% | +2.59% | +0.99% |
| 3 Years CAGR | +9.78% | +10.89% | -1.11% |
| Since Inception | +9.44% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in 360 ONE Balanced Hybrid Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +3.91% | +2.63% | +1.28% |
| 2025 | +3.57% | +6.01% | -2.44% |
| 2024 | +16.06% | +15.75% | +0.31% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -1.72% | +6.97% | +4.70% | +24.71% | 97.5% | 61.7% |
| 3-Year Rolling | +8.49% | +8.99% | +8.88% | +9.75% | 100.0% | 88.5% |
Risk Profile & Deepest Drawdowns
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity or Equity Related Instruments across market capitalization | 40%-60% |
| Debt and money market instruments | 40%-60% |
Investment Objective & Strategy
The Investment Objective of the fund is to generate long term capital appreciation/income by investing in equity and debt instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 671 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as small relative to Aggressive Hybrid schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Aggressive Hybrid Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Mirae Asset Aggressive Hybrid Fund | 5.7 | +11.56% | 1.91% | 65.9% | Rs 9,838 cr | Compare → |
| UTI Aggressive Hybrid Fund | 5.7 | +11.02% | 1.89% | 69.3% | Rs 6,818 cr | Compare → |
| Navi Aggressive Hybrid Fund | 5.2 | +11.73% | 2.57% | 56.6% | Rs 120 cr | Compare → |
| CANARA ROBECO AGGRESSIVE HYBRID FUND | 5.3 | +11.25% | 1.79% | 70.7% | Rs 11,572 cr | Compare → |
| WhiteOak Capital Balanced Hybrid Fund | 4.8 | +10.07% | 2.25% | 46.9% | Rs 307 cr | Compare → |
Frequently Asked Questions about 360 ONE Balanced Hybrid Fund
What is the expense ratio of 360 ONE Balanced Hybrid Fund?
360 ONE Balanced Hybrid Fund has a total expense ratio (TER) of 2.19% with a base expense ratio of 1.78%, compared to the Aggressive Hybrid category median of 2.20%.
Who manages 360 ONE Balanced Hybrid Fund?
360 ONE Balanced Hybrid Fund is managed by Mayur Patel (tenure: 3.1 years since 2023-09-25).
What are the historical returns of 360 ONE Balanced Hybrid Fund?
360 ONE Balanced Hybrid Fund delivered a 3-year CAGR of 9.78%. Its 1-year return stands at +3.58%.
How large is 360 ONE Balanced Hybrid Fund?
360 ONE Balanced Hybrid Fund manages assets of Rs 671 cr, placing it in the 'small' size band relative to Aggressive Hybrid peers.
How is 360 ONE Balanced Hybrid Fund scored on MFIQ?
360 ONE Balanced Hybrid Fund holds an MFIQ Score of 4.9/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is 360 ONE Balanced Hybrid Fund?
360 ONE Balanced Hybrid Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 7.31% with a maximum historical drawdown of -7.25%.