Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
360 ONE Balanced Hybrid Fund- Direct Plan - Growth
monitor_heart Health Score: 79/100 · Good360 ONE Mutual Fund · Hybrid · Balanced Hybrid
₹13.65
AUM: ₹731 Cr
NAV updated 16 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
0.62%
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Fund Manager
Mayur Patel
Inception
Sep 2023
Benchmark
NIFTY 50 Hybrid Composite Debt 50:50 Index
Sharpe Ratio
-0.1
Std Dev (1Y)
7.31%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+3.37%
3m
+5.57%
6m
+3.53%
1y
+4.28%
3y
—
5y
—
10y
—
since inception
+11.73%
rate_review TopFund's Take on 360 ONE Balanced Hybrid Fund- Direct Plan - Growth
360 ONE Balanced Hybrid Fund- Direct Plan - Growth holds up reasonably well within the Balanced Hybrid category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 79/100.
Cost: At 0.62%, the expense ratio is meaningfully cheaper — about 32% below the Balanced Hybrid category average of 0.91% (based on 10 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.1 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 7.31% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about 360 ONE Balanced Hybrid Fund- Direct Plan - Growth
The current NAV (Net Asset Value) of 360 ONE Balanced Hybrid Fund- Direct Plan - Growth is ₹13.65. NAV is updated every business day after market close by AMFI.
1Y: 4.28%
The expense ratio is 0.62% per annum — the annual fee deducted from your investment to cover fund management costs.
360 ONE Balanced Hybrid Fund- Direct Plan - Growth is managed by Mayur Patel at 360 ONE Mutual Fund.
360 ONE Balanced Hybrid Fund- Direct Plan - Growth is a High risk fund. Suitable for investors with a 3+ year horizon.
360 ONE Balanced Hybrid Fund- Direct Plan - Growth is a Balanced Hybrid fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of 360 ONE Balanced Hybrid Fund- Direct Plan - Growth is ₹731 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.