360 ONE Balanced Hybrid Fund
Balanced Hybrid Fund · 360 ONE Asset Management Limited
Investing ₹10,000 every month for the last 3 years would have put in ₹3.6 lakh and grown it to about ₹4 lakh. Be warned: in its worst stretch, ₹1 lakh briefly shrank to about ₹93,390. Its ride has historically been comparatively steady.
New to fund research? Start with the 5-minute guide. The detailed numbers below back all of this up.360 ONE Balanced Hybrid Fund is a balanced hybrid fund from 360 ONE Asset Management Limited. It has a track record of about 3.0 years. As of the latest data it carries an RS rating of 91/99 (its recent momentum versus category peers). The current NAV is ₹13.67 (as of 2026-09-16).
Growth of ₹100 - last 3 years
360 ONE Balanced Hybrid Fund returns: last 1, 3, 5 and 10 years
| Period | This fund |
|---|---|
| 1 month | -1.69% |
| 3 months | 1.19% |
| 6 months | 6.55% |
| 1 year | 4.16% |
Its trailing one-year return is 4.16%. Trailing returns flatter or disappoint depending on the end date you pick - the year-by-year and rolling-return sections below are a fairer read.
Year-by-year returns
| Year | 360 ONE Balanced Hybri | Benchmark |
|---|---|---|
| 2024 | +17.8% | +15.2% |
| 2025 | +5.1% | +6.7% |
| 2026 | +3.2% | -5.8% |
360 ONE Balanced Hybrid Fund beat its benchmark in 2 of the last 3 calendar years. That is a strong hit-rate - most active funds fail to clear their index this often. Consistency against the benchmark matters more than any single great year.
Calendar-year returns show how bumpy the ride really was - an average hides the good years and the ugly ones.
What a monthly SIP in 360 ONE Balanced Hybrid Fund would have made
A ₹10,000-a-month SIP, using this fund's actual NAV history. SIP returns (XIRR) differ from lumpsum CAGR because your money goes in gradually, averaging your entry price.
| SIP duration | You invested | It became | XIRR |
|---|---|---|---|
| 3 years | ₹360,000 | ₹400,396 | 7.23% |
Over 3 years, ₹360,000 invested in monthly instalments would have grown to about ₹400,396 - an XIRR of 7.23%. Figures are pre-tax and assume you stayed invested throughout.
Risk & drawdowns
| Measure | This fund |
|---|---|
| Worst drawdown (lifetime) | -6.61% |
| Worst drawdown (3Y) | -6.61% |
| Volatility (1Y) | 8.78% |
| Sharpe (3Y) | 0.58 |
| Sortino (3Y) | 0.97 |
| Beta (3Y) | 0.48 |
| Alpha (3Y) | 3.23% |
| Up capture | 56.2% |
| Down capture | 40.7% |
| Bull-market return | 19.2% |
| Bear-market return | -4.1% |
Timing matters more than people admit: the best possible 1-year stretch in 360 ONE Balanced Hybrid Fund (starting 2023-10-16) gained 26.5%, while the worst (starting 2025-03-31) still made 0.8%. The worst peak-to-bottom fall 360 ONE Balanced Hybrid Fund has ever put investors through is -6.61% - the real test of whether you'd have stayed invested. In falling markets (Nifty below its 200-day average) it has returned about -4.1% annualised, versus 19.2% in rising markets. It has captured roughly 56.2% of its benchmark's up-moves and 40.7% of its down-moves.
How 360 ONE Balanced Hybrid Fund behaves when markets fall
When the market is falling (the Nifty below its 200-day average), 360 ONE Balanced Hybrid Fund has historically returned about -4.1% annualised, versus roughly 19.2% when the market is rising. Its deepest fall on record is -6.61%. Right now it sits about 2.16% below its all-time high (last hit 2026-08-06). The real question isn't the average year - it's whether you could hold on through the worst one.
How 360 ONE Balanced Hybrid Fund ranks in its category
Percentile versus its ~6 category peers - 100th is best-in-class, 50th is average. This is the fairest apples-to-apples read.
Consistency (rolling returns)
Rolling-return data isn't available for this fund yet.
What 360 ONE Balanced Hybrid Fund holds
Its latest monthly portfolio disclosure. This is what your money actually owns.
Top holdings
Sector allocation
The top 10 holdings make up 17.5% of the portfolio, across 47 stocks. A higher concentration means the fund's fortunes ride on fewer names.
Who manages 360 ONE Balanced Hybrid Fund - and how good are they?
360 ONE Balanced Hybrid Fund is managed by Mayur Patel, Milan Mody and Ashish Ongari. Below is each manager's complete track record - every fund they currently run, judged on the same numbers as everything else on this page - so you can see whether this fund is in strong hands or is the outlier in a weak book.
Mayur Patel's full record
Mayur Patel currently runs 3 funds, across Balanced Hybrid Fund, Flexi Cap Fund, Focused Fund, with about ₹9,361 Cr under management. The book's average King Score is 76.0/100. Their strongest fund by King Score is 360 One Flexicap Fund (85/100); 360 ONE Balanced Hybrid Fund ranks #3 of 3 in their book.
Tap any column heading to sort.
| # | Fund | RS | King | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | 10Y CAGR | Sharpe | Roll 3Y | Worst fall |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 360 One Flexicap Fund | 91 | 85 | 4.6% | 14.8% | 6.8% | 16.1% | n/a | n/a | 0.61 | n/a | -18.1% |
| 2 | 360 ONE Focused Fund | 74 | 67 | 2.5% | 9.0% | 2.4% | 10.5% | 10.7% | 15.4% | 0.26 | 17.1% | -36.6% |
| 3 | 360 ONE Balanced Hybrid Fund (this page) | 91 | n/a | 1.2% | 6.5% | 4.2% | n/a | n/a | n/a | 0.58 | n/a | -6.6% |
Milan Mody's full record
Milan Mody currently runs 3 funds, across Balanced Hybrid Fund, Liquid Fund, Overnight Fund, with about ₹2,232 Cr under management. The book's average King Score is 80.0/100. Their strongest fund by King Score is 360 One Liquid Fund (80/100); 360 ONE Balanced Hybrid Fund ranks #2 of 3 in their book.
Tap any column heading to sort.
| # | Fund | RS | King | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | 10Y CAGR | Sharpe | Roll 3Y | Worst fall |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 360 One Liquid Fund | 74 | 80 | 1.6% | 3.3% | 6.4% | 6.8% | 6.2% | 5.7% | 0.66 | 6.3% | -0.0% |
| 2 | 360 ONE Balanced Hybrid Fund (this page) | 91 | n/a | 1.2% | 6.5% | 4.2% | n/a | n/a | n/a | 0.58 | n/a | -6.6% |
| 3 | 360 ONE Overnight Fund | 90 | n/a | 1.3% | 2.6% | 5.4% | n/a | n/a | n/a | -2.63 | n/a | 0.0% |
Ashish Ongari's full record
Ashish Ongari currently runs 5 funds, across Balanced Hybrid Fund, ELSS, Flexi Cap Fund, Focused Fund and more, with about ₹10,292 Cr under management. The book's average King Score is 63.8/100. Their strongest fund by King Score is 360 One Flexicap Fund (85/100); 360 ONE Balanced Hybrid Fund ranks #5 of 5 in their book.
Tap any column heading to sort.
| # | Fund | RS | King | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | 10Y CAGR | Sharpe | Roll 3Y | Worst fall |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 360 One Flexicap Fund | 91 | 85 | 4.6% | 14.8% | 6.8% | 16.1% | n/a | n/a | 0.61 | n/a | -18.1% |
| 2 | 360 ONE Focused Fund | 74 | 67 | 2.5% | 9.0% | 2.4% | 10.5% | 10.7% | 15.4% | 0.26 | 17.1% | -36.6% |
| 3 | 360 One Quant Fund | 25 | 66 | 0.7% | 0.9% | -4.7% | 14.1% | n/a | n/a | 0.41 | 24.4% | -22.4% |
| 4 | 360 ONE ELSS Tax Saver Nifty 50 Index Fund | 10 | 37 | -2.2% | -1.7% | -6.7% | 5.7% | n/a | n/a | -0.05 | 11.2% | -15.4% |
| 5 | 360 ONE Balanced Hybrid Fund (this page) | 91 | n/a | 1.2% | 6.5% | 4.2% | n/a | n/a | n/a | 0.58 | n/a | -6.6% |
A caveat worth keeping: funds often have co-managers, and results belong to the whole team and process rather than one person. A manager's book tells you about their range and consistency, not a guarantee of skill.
Cost & fund basics
| Detail | Value |
|---|---|
| Expense ratio (Direct) | 0.46% |
| Exit load | ≈1% if redeemed within 1 year (typical) |
| Minimum investment | ₹1000 |
| Fund size (AUM) | ₹739 Cr |
| Age | 3.0 years |
| Plan / Option | Direct · Growth |
| Benchmark | NIFTY500 |
How 360 ONE Balanced Hybrid Fund compares to peers
Peer comparison isn't available.
Overlap warning: funds in the same category often own many of the same stocks - holding several rarely adds the diversification people expect.
What these numbers mean
RS rating (1-99) ranks a fund's recent momentum against its category - higher is stronger right now. King Score (0-100) is a long-term quality composite (returns, consistency, drawdown, risk-adjusted return) versus peers. Max drawdown is the worst peak-to-bottom fall the fund has ever experienced. Rolling returns test every possible start date, so one lucky (or unlucky) entry point can't distort the picture. Every formula behind this page is public - see how we calculate every number.
360 ONE Balanced Hybrid Fund review: the bottom line
Related
Frequently asked questions
Is 360 ONE Balanced Hybrid Fund a good mutual fund?
That depends on your goals and risk tolerance - this is descriptive research, not advice. On the numbers, 360 ONE Balanced Hybrid Fund scores RS 91/99 within its category, and its worst drawdown was -6.61%. Compare those against your needs and the peer table above.
What is the NAV of 360 ONE Balanced Hybrid Fund today?
The latest NAV is ₹13.67 (as of 2026-09-16). NAV (net asset value) is the per-unit price of the fund, published every business day by the AMC.
What is the expense ratio of 360 ONE Balanced Hybrid Fund?
The Direct-plan expense ratio is 0.46% a year. The Direct plan is cheaper than the Regular plan because it carries no distributor commission - over decades that gap compounds meaningfully.
Who is the fund manager of 360 ONE Balanced Hybrid Fund?
360 ONE Balanced Hybrid Fund is managed by Mayur Patel; Milan Mody; Ashish Ongari; Viral Mehta.
Is 360 ONE Balanced Hybrid Fund safe? How risky is it?
No market-linked fund is 'safe' in the fixed-deposit sense - the honest question is how deep its falls get. Its worst historical drawdown was -6.61% - ₹1 lakh briefly becoming about ₹93,390. As a hybrid fund, its risk profile is typical of that category. Look at the drawdown, volatility and bear-market figures above and ask whether you could stay invested through the bad stretches.
Is 360 ONE Balanced Hybrid Fund good for SIP?
We can't tell you what to do, but here is what actually happened: a ₹10,000 monthly SIP over the last 3 years grew ₹3.6 lakh into about ₹4 lakh (XIRR 7.23%). SIPs average your entry price, which helps most in funds that swing hard - check the crash-behaviour section above to see how it treats investors in bad markets.
What are the SIP returns of 360 ONE Balanced Hybrid Fund?
A ₹10,000/month SIP over 3 years would have grown to about ₹400,396 (an XIRR of 7.23%) on ₹360,000 invested, using the fund's actual NAV history. See the SIP table above for other durations.
Is 360 ONE Balanced Hybrid Fund tax-efficient / what about capital gains?
As a hybrid fund, gains follow the rules for its asset class - equity-oriented funds are taxed differently from debt. All returns on this page are pre-tax; your actual post-tax return depends on your holding period and slab. This is descriptive information, not tax advice.
Direct or Regular plan - which is shown here?
All figures on this page are for the Direct-Growth plan (no distributor commission, lower cost). Returns are pre-tax; capital-gains tax depends on your own holding period and slab.
See 360 ONE Balanced Hybrid Fund live in the MF Terminal
Everything above is a static snapshot. The terminal is where you actually research it:
- Interactive price chart with EMAs & RSI
- The RS line plotted against its benchmark
- Full holdings, sector mix & portfolio overlap
- Point-in-time backtester & portfolio doctor
- Compare it side-by-side with any peer
- Screen 1,600+ funds on the same metrics
Data: AMFI NAV history, NSE indices, BSE StAR and monthly disclosures. All figures are pre-tax. Descriptive research and education only - nothing here is investment advice or a recommendation to buy, sell or hold any fund. Past performance does not guarantee future returns.