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360 ONE Balanced Hybrid Fund - Direct Plan - IDCW
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 69/100 · Good
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)—
- Expense ratio (20%)0.62%
- AUM (15%)₹726 Cr
Not investment advice — an analytical read of public fund data. Methodology →
360 ONE Mutual Fund · Hybrid · Balanced Hybrid
₹13.85
AUM: ₹725 Cr
NAV updated 22 days ago
Plan
Direct
Option
Idcw
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
0.12
Std Dev (1Y)
7.33%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.4%
3m
+4.29%
6m
+7.06%
1y
+6.7%
3y
—
5y
—
10y
—
since inception
+11.59%
TopFund's Take on 360 ONE Balanced Hybrid Fund - Direct Plan - IDCW
360 ONE Balanced Hybrid Fund - Direct Plan - IDCW holds up reasonably well within the Balanced Hybrid category, currently carrying a 3-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 69/100.
Cost: At 0.62%, the expense ratio is meaningfully cheaper — about 55% below the Balanced Hybrid category average of 1.37% (based on 12 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 modest Sharpe ratio of 0.12 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 7.33% is on the lower side for a Balanced Hybrid fund, 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.
Sector Allocation
Asset Allocation
Fund Snapshot
Tools & Guides for This Fund
Frequently Asked Questions about 360 ONE Balanced Hybrid Fund - Direct Plan - IDCW
The current NAV (Net Asset Value) of 360 ONE Balanced Hybrid Fund - Direct Plan - IDCW is ₹13.85. NAV is updated every business day after market close by AMFI.
1Y: 6.7%
The expense ratio of 360 ONE Balanced Hybrid Fund - Direct Plan - IDCW is 0.62% per annum. This is the annual fee charged by the fund to manage your investment.
360 ONE Balanced Hybrid Fund - Direct Plan - IDCW is managed by Mayur Patel at 360 ONE Mutual Fund.
360 ONE Balanced Hybrid Fund - Direct Plan - IDCW is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
360 ONE Balanced Hybrid Fund - Direct Plan - IDCW is a Balanced Hybrid fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in 360 ONE Balanced Hybrid Fund - Direct Plan - IDCW with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of 360 ONE Balanced Hybrid Fund - Direct Plan - IDCW is ₹726 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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