360 ONE Balanced Hybrid Fund - Regular (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of 360 ONE Balanced Hybrid Fund - Regular (G) (44311) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
360 ONE Balanced Hybrid Fund - Regular (G)
360 ONE Asset Management Ltd
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.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Diversified
Management
Established Team
Quality Score
Below Average
360 ONE Balanced Hybrid Fund - Regular (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
1-Year Returns
Recent performance momentum
Long-term Track Record
Historical performance consistency
Equity Exposure
Market exposure level
Management Stability
Fund manager experience
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Cost Efficiency
Fund management costs
Investment Timing Insights
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| Embassy Office Parks REIT | Infra/ Real Estate Investment Trust | 4.13% |
| GSEC2029 | Govt. Securities | 3.60% |
| N A B A R D | Debt Others | 3.55% |
| LIC Housing Finance Ltd | Finance - Housing - Large | 3.55% |
| GSEC2028 | Govt. Securities | 3.01% |
| Mindspace Business Parks REIT | Infra/ Real Estate Investment Trust | 2.98% |
| Tata Cap.Hsg. | Debt Others | 2.95% |
| Power Finance Corporation Ltd | Finance - Term-Lending Institutions | 2.95% |
| Jamnagar Utiliti | Debt Others | 2.89% |
| GSEC2035 | Govt. Securities | 2.88% |
Sector Breakdown
Compare against Balanced Hybrid Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Balanced Hybrid Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Balanced Hybrid Fund category
360 ONE Balanced Hybrid Fund - Regular (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| WhiteOak Capital Balanced Hybrid Fund - Direct (G) | ₹13.60 | 2.21% | 11.48% | 4.99% |
| 360 ONE Balanced Hybrid Fund - Direct (G) | ₹13.26 | 0.72% | 8.02% | 3.11% |
| 360 ONE Balanced Hybrid Fund - Direct (IDCW) | ₹13.26 | 0.72% | 8.02% | 3.11% |
| WhiteOak Capital Balanced Hybrid Fund - Regular (G) | ₹13.20 | 1.83% | 10.64% | 3.43% |
| 360 ONE Balanced Hybrid Fund - Regular (IDCW) | ₹12.86 | 0.34% | 7.23% | 1.60% |
Category Average Returns
Mayur Patel
A seasoned investment professional with over 2 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.