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360 ONE Balanced Hybrid Fund - Regular Plan - Growth

Fund House:
360 ONE Mutual Fund
Category:
Hybrid: Balanced
Status:
Open Ended Schemes
Launch Date:
06-09-2023
ISIN Number:
INF579M01AV5
Minimum Investment:
1000
Minimum SIP:
0
Total Assets: (29-11-2024):
859.29
Nav (20-12-2024)
12.3586
CAGR Since Inception:
18.5
Benchmark:
NIFTY 50 Hybrid Composite debt 50:50 Index
Expense Ratio (30-11-2024)::
1.94 %
Risko-Meter:
High
Exit Load:
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Asset Class
Mixed Asset
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
360 ONE Balanced Hybrid Fund - Regular Plan - Growth 17.35 0 0 0 0
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth 16.88 0 0 0 0
Fund Manager
Mayur Patel, Milan Mody, Manumaharaj Saravanaraj, Rohit Vaidyanathan:
Scheme Objective
The scheme seeks to generate long term capital appreciation/income by investing in equity and debt instruments.:
Riskometer : High
Risko-meter
Return Analysis
Based On 360 ONE Balanced Hybrid Fund - Regular Plan - Growth BSE India Bond Index Hybrid: Balanced
CAGR since inception 18.50% 8.74% 19.45%
1 Year 17.35% 7.49% 17.12%
3 Year 0.00% 5.99% 0.00%
5 Year 0.00% 7.41% 0.00%
10 Year 0.00% 8.41% 0.00%
Nav / Index Value as on2024-12-22 859.29% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others 4.09
Debt 51.17
Cash & Cash Equivalents 2.49
Equity 42.29
Company Holding
7.1% Government of India (18/04/2029) 4.72
HDFC BANK LIMITED 2.99
KOTAK MAHINDRA BANK LIMITED (FORMERLY KOTAK MAHINDRA FINANCE LIMITED) 2.87
JAMNAGAR UTILITIES & POWER PRIVATE LIMITED 2.85
POWER FINANCE CORPORATION LTD. 2.84
LIC HOUSING FINANCE LIMITED 2.33
SIKKA PORTS & TERMINALS LIMITED 2.3
ICICI BANK LIMITED 1.86
INFOSYS LIMITED 1.63
DIXON TECHNOLOGIES (INDIA) LIMITED 1.59
FAQ's of 360 ONE Balanced Hybrid Fund - Regular Plan - Growth
How do I use the SIP Calculator to calculate 360 ONE Mutual Fund ?

To calculate the 360 ONE Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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