Aeterna Wealth
Balanced Hybrid · Direct plan · Growth

360 ONE Balanced Hybrid Fund (Direct)

360 ONE Mutual Fund · benchmark: 50% Nifty 50 TRI + 50% bond funds · 3.1 years old · AMFI code 152076

Tax: Taxed as a non-equity, non-debt fund: gains on units held over two years at 12.5%; within two years, at your slab rate.

A
Track-record rating: 1 of 2 in Balanced Hybrid

A (top 30%), score 65.9 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months3.7%3.6%+0.1%2 / 2
1 year4.5%2.0%+2.6%1 / 2
3 years (a year)11.2%8.8%+2.4%2 / 2
5 years (a year)––––

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y7.3%
Up capture, 3Y107
Down capture, 3Y84
Information ratio, 3Y0.61
Jensen's alpha, 3Y+2.7%
Beta, 3Y0.91
Sharpe, 3Y0.63

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of 360 ONE Balanced Hybrid Fund (Direct plan)?

₹13.81 on 6 Nov 2026 (Growth option).

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

0.67% a year; the Regular plan's is 2.19%.

What return has 360 ONE Balanced Hybrid Fund given over 3 years?

11.2% a year (Direct plan) over the 3 years to 6 Nov 2026, against 8.8% for its composite benchmark (50% Nifty 50 TRI + 50% bond funds).

How is 360 ONE Balanced Hybrid Fund taxed?

Taxed as a non-equity, non-debt fund: gains on units held over two years at 12.5%; within two years, at your slab rate.

How is 360 ONE Balanced Hybrid Fund rated?

A: 1 of 2 Direct plans in Balanced Hybrid, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from 360 ONE Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.