Investment Objective
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.
| 1-Year Ret(%) | 3-Year Ret(%) | 5-Year Ret(%) | 10-Year Ret(%) | Since Launch Ret(%) | |
|---|---|---|---|---|---|
| 360 ONE Balanced Hyrbrid fund - Regular Plan - IDCW | 4.38 | 0 | 0 | 0 | 14.53 |
| NIFTY COMPOSITE G-SEC INDEX | 8.9 | 7.46 | 6.43 | 0 | 7.37 |
| Hybrid: Balanced | 5.92 | 0 | 0 | 0 | 15.39 |
Return Calculators
Performance & Peer Comparision
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| 360 ONE Balanced Hyrbrid fund - Regular Plan - IDCW | 25-09-2023 | 4.38 | 0 | 0 | 0 | 0 |
| WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth | 27-10-2023 | 7.46 | 0 | 0 | 0 | 0 |
| 360 ONE Balanced Hybrid Fund - Regular Plan - Growth | 05-09-2023 | 4.38 | 0 | 0 | 0 | 0 |
Asset Allocation
Sector Allocation
Top Holdings
| Portfolio | Holdings (%) |
|---|---|
Suitability
Pros & Cons
Tax Implications & Exit Load
Exit Load: • Redemption / switch-out of 10% of Units allotted on or before completion of 12 months from the date of allotment- NIL exit load. • Redemption/ switch out in excess of the 10% of Units allotted on or before completion of 12 months from the date of allotment –1.00% exit load. • Nil - if redeemed / switched out after 12 months from the date of allotment
Stamp Duty:
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Investment Details
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Minimum for SIP:
Scheme Options Available
AMC Details
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