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360 ONE Mutual Fund

360 ONE Balanced Hybrid Fund

360 ONE Mutual Fund · Direct plan · Growth

  • Hybrid
  • Balanced Hybrid Fund
  • High Risk
3-year returns
11.5%
a year
NAV
₹13.99
▼ 0.11% · 13 Nov 2026
Fund size
₹667 Cr
Expense ratio
0.62%
a year
Minimum SIP
₹1,000

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹13.35 and has returned 9.85% a year over 3 years.

Returns, and where it stands

Against the average balanced hybrid fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year5.2%4.5%ahead1 of 2
3 years11.5%11.7%behind2 of 2
Every period, and the Regular plan →
PeriodDirectRegular
1 month2.9%2.8%
3 months0.4%0%
6 months6.9%6.1%
1 year5.2%3.6%
2 yearsp.a.6.3%4.7%
3 yearsp.a.11.5%9.8%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Oct 2023.

Plan

NAV history

▲ 5.17% in the last 1Y

12.513.214.013 Nov 202518 May 202613 Nov 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
₹
years
Total invested
₹1,80,000
Gain
₹22,500
XIRR (per year)
7.82%
Value today
₹2,02,500

36 monthly instalments from 17 Nov 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
7.3% a year
about the same as the balanced hybrid fund average
Worst fall so far
−6.7%
Oct 2025 to Mar 2026.
Years that made money
99.8%
Of every one-year stretch it has been through.
Over any three years
9.9% to 11.6%
A year, at worst and at best. Typically 10.7%.

Fund details

Minimum lumpsum
₹1,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
25 Sept 2023
Portfolio turnover
0.52x
Expense ratio
0.62%
as of 30 Sept 2026

Managed by Mayur Patel, Milan Mody, Viral Mehta

Direct plan figures, last checked on 7 Nov 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

360 ONE Balanced Hybrid Fund against other funds in the Balanced Hybrid Fund category
Fund1Y3Y5YExpenseFund size
WhiteOak Capital Balanced Hybrid Fund3.73%11.79%–0.71%₹293 Cr
360 ONE Balanced Hybrid Fund5.17%11.51%–0.62%₹667 Cr

About 360 ONE Balanced Hybrid Fund

360 ONE Balanced Hybrid Fund is a balanced hybrid fund managed by 360 ONE Mutual Fund. Invest 40–60% each in equity and debt.

The Investment Objective of the fund is to generate long term capital appreciation/income by investing in equity and debt instruments.

The scheme's stated objective, as published by 360 ONE Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGROWTH Option₹13.9936152076
DirectIDCW Option₹13.9936152073
RegularGROWTH Option₹13.3488152075
RegularIDCW Option₹13.3488152074

Frequently asked questions

What is the NAV of 360 ONE Balanced Hybrid Fund today?

The NAV of 360 ONE Balanced Hybrid Fund (Direct plan, Growth) is ₹13.9936 and the Regular plan NAV is ₹13.3488, as of 13 Nov 2026.

What returns has 360 ONE Balanced Hybrid Fund given?

Over the last year the Direct plan returned 5.17%, and 11.51% a year over 3 years. That places it 2 of 2 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of 360 ONE Balanced Hybrid Fund?

The Direct plan charges 0.62% a year, as disclosed on 30 Sept 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in 360 ONE Balanced Hybrid Fund?

You can start a monthly SIP with ₹1,000, or invest a lump sum of ₹1,000 or more.

How much has 360 ONE Balanced Hybrid Fund fallen in the past?

Its deepest fall was 6.7% from 29 Oct 2025 to 30 Mar 2026. Of every one-year stretch in its history, 100% ended in a gain.

Which category does 360 ONE Balanced Hybrid Fund belong to?

It is a Balanced Hybrid Fund from 360 ONE Mutual Fund. Invest 40–60% each in equity and debt.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from 360 ONE Balanced Hybrid Fund taxed?

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.