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Fund Family
Category
Scheme
360 ONE Balanced Hybrid Fund - Regular (G)
Summary Info
Fund Name : 360 ONE Mutual Fund
Scheme Name : 360 ONE Balanced Hybrid Fund - Regular (G)
AMC : 360 ONE Mutual Fund
Type : Open
Category : Hybrid - Balanced
Launch Date : 04-Sep-23
Fund Manager : Mayur Patel
Net Assets:(Rs in cr) 821.89
NAV Graph
NAV Details
NAV Date : 04-Feb-26
NAV [Rs] : 12.74
Buy/Repurchase Price [Rs] : 0.00
Sell/Resale Price [Rs] : 0.00
Entry Load % : Nil
Exit Load % : Redemption / switch-out of 10% of amount invested on or before completion of 12 months from the date of allotment - Nil exit load Redemption / switch out in excess of the 10% of amount invested on or before completion of 12 months from the date of allotment - 1.00% exit load. Nil - If redeemed after 12 months from the date of allotment.
Latest Payouts
  Dividends Bonus
Ratio NA NA
Record Date NA NA
Investment Details
Tax Benefits : Section NA
Min. Investment (Rs) : 1000
Increm.Investment (Rs) : 1000
Performance(%)
  1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year Since INC
Scheme Return 1.33 -1.08 -0.98 0.71 5.14 NA NA 10.78
Category Avg 1.08 -0.78 0.36 3.20 7.58 12.07 10.41 11.05
Category Best 1.36 0.10 2.02 6.03 11.35 14.76 13.71 14.53
Category Worst 0.73 -1.35 -0.98 0.71 5.14 10.18 8.28 8.03
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
  Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
  0.4585 1.8596 1.0090 2.6665 -0.0037
* Move mouse over the headings to view the definitions.
Asset Allocation
Holdings 15-Jan-26
Company Name % Hold
HDFC Bank 2.56
ICICI Bank 2.07
Bajaj Finance 1.76
Cholaman.Inv.&Fn 1.65
Indus Towers 1.51
Larsen & Toubro 1.50
GE Vernova T&D 1.42
Motherson Wiring 1.39
Bharti Airtel 1.38
Vedanta 1.38
Eternal 1.26
Multi Comm. Exc. 1.26
Tata Motors 1.21
Axis Bank 1.11
Indian Hotels Co 1.04
Reliance Industr 1.00
Shriram Finance 0.99
Hind.Aeronautics 0.96
SBI Cards 0.96
Titan Company 0.96
Coforge 0.92
Infosys 0.88
Premier Energies 0.88
CG Power & Ind 0.85
Maruti Suzuki 0.85
Britannia Inds. 0.84
Tech Mahindra 0.78
Aegis Vopak Term 0.77
Hero Motocorp 0.69
Abbott India 0.69
Divi's Lab. 0.63
Gravita India 0.59
Global Health 0.50
Crompton Gr. Con 0.49
Aegis Logistics 0.47
Emmvee Photovol. 0.45
Oswal Pumps 0.43
Sumitomo Chemi. 0.42
GK Energy 0.39
Capital Small 0.39
Vedant Fashions 0.38
Hitachi Energy 0.36
SIS 0.34
Kirl. Ferrous 0.22
Embassy Off.REIT 4.31
N A B A R D 4.31
REC Ltd 4.30
Mindspace Busine 4.13
LIC Housing Fin. 3.69
Tata Cap.Hsg. 3.08
Power Fin.Corpn. 3.07
Jamnagar Utiliti 3.02
Sundaram Home 2.45
HDFC Bank 1.84
Cholaman.Inv.&Fn 1.75
Power Grid Corpn 1.40
Sikka Ports 1.21
H U D C O 0.84
PNB Housing 0.67
Muthoot Finance 0.12
I R F C 0.12
GSEC2028 3.16
GSEC2029 3.14
GSEC2030 2.52
GSEC2034 1.22
GSEC2040 6.68 1.17
GSEC2028 0.62
GSEC2034 0.62
GSEC2030 6.01 0.60
GSEC2035 0.60
GSEC2041 0.58
TREPS 1.58
Reverse Repo 0.97
Net CA & Others 1.29
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Ganesh S Shanbhag – AMFI Registered Mutual Fund Distributor. Registration Number – ARN-0988 – Valid Till 01/JUL/ 2027, Date of initial registration: 02/DEC/2004
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