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Snapshot
Snapshot
360 ONE Balanced Hybrid Fund - Direct (IDCW)
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Summary
Fund Name : 360 ONE Mutual Fund
Scheme Name : 360 ONE Balanced Hybrid Fund - Direct (IDCW)
AMC : 360 ONE Mutual Fund
Type : Open
Category : Hybrid - Balanced
Launch Date : 04-Sep-23
Fund Manager : Mayur Patel
Net Assets:(Rs. cr) 738.81
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio NA NA
Date NA NA
Investment Details
Tax benefits :  
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 -0.31 5.28 0.33 -1.47 4.05 NA NA 10.95
Category Avg -0.29 4.18 -0.61 -1.18 4.25 11.05 9.90 10.05
Category Best -0.07 5.72 0.33 1.31 9.55 13.19 12.72 12.37
Category Worst -0.61 2.44 -1.48 -3.14 2.10 9.43 8.02 7.63
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.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.4780 2.1777 0.3654 3.2742 -0.0252
Asset Allocation
Holdings
Company Name% Hold
HDFC Bank 7.13
ICICI Bank 4.17
Bharti Airtel 3.95
SBI 3.05
Axis Bank 2.87
SBI Life Insuran 2.41
Maruti Suzuki 2.40
Reliance Industr 2.18
TVS Motor Co. 2.14
Vodafone Idea 2.05
Kotak Mah. Bank 2.04
Eternal 1.57
Cigniti Tech. 1.43
M & M 1.42
Cummins India 1.30
Angel One 1.19
Bajaj Finserv 1.11
HDFC Life Insur. 1.02
Hindalco Inds. 0.87
REC Ltd 0.86
S A I L 0.84
Page Industries 0.83
Nestle India 0.76
AU Small Finance 0.74
Dr Reddy's Labs 0.72
Bharat Electron 0.67
Adani Enterp. 0.62
Power Fin.Corpn. 0.61
Titan Company 0.61
J B Chemicals & 0.57
Biocon 0.55
Grasim Inds 0.53
Cholaman.Inv.&Fn 0.53
Coforge 0.53
PNB Housing 0.49
CG Power & Ind 0.47
Infosys 0.40
Tata Steel 0.37
Sun Pharma.Inds. 0.36
Persistent Syste 0.35
Muthoot Finance 0.34
Apollo Hospitals 0.32
Larsen & Toubro 0.31
NTPC 0.31
Cipla 0.30
O N G C 0.29
KPIT Technologi. 0.29
Jio Financial 0.28
Vedanta 0.27
Godrej Consumer 0.23
TCS 0.22
Asian Paints 0.21
Ambuja Cements 0.20
LTIMindtree 0.20
Max Financial 0.19
Aadhar Hsg. Fin. 0.18
Torrent Pharma. 0.18
Pidilite Inds. 0.17
INDIA SHELTE FIN 0.17
Natl. Aluminium 0.16
Hero Motocorp 0.15
Phoenix Mills 0.15
Tech Mahindra 0.15
ITC 0.14
Info Edg.(India) 0.14
UltraTech Cem. 0.14
Aditya Infotech 0.13
Bandhan Bank 0.13
Bajaj Finance 0.13
Leela Palaces Ho 0.12
Navin Fluo.Intl. 0.12
ICICI AMC 0.12
PB Fintech. 0.11
TD Power Systems 0.11
Krishna Institu. 0.11
Azad Engineering 0.11
Federal Bank 0.11
CARE Ratings 0.10
Eureka Forbes 0.10
TBO Tek 0.09
Interglobe Aviat 0.09
Fortis Health. 0.09
GE Vernova T&D 0.09
Poly Medicure 0.08
Oil India 0.08
Kirloskar Oil 0.08
Cams Services 0.08
Tube Investments 0.08
Intellect Design 0.07
KRN Heat Exchan 0.07
Ajax Engineering 0.07
Jyothy Labs 0.07
Dynamatic Tech. 0.07
Safari Inds. 0.07
Karur Vysya Bank 0.06
City Union Bank 0.06
360 ONE 0.06
Latent View 0.06
Indigo Paints 0.06
eClerx Services 0.06
Firstsour.Solu. 0.06
Inventurus Knowl 0.05
IndusInd Bank 0.05
Nippon Life Ind. 0.04
AWFIS Space 0.04
SJS Enterprises 0.04
Sagility 0.04
Mankind Pharma 0.04
Indiqube Spaces 0.03
Tenneco Clean 0.02
Rainbow Child. 0.02
AIA Engineering 0.01
Bharat Bijlee 0.01
Bajaj Finance 1.30
Cholaman.Inv.&Fn 0.88
N A B A R D 0.87
Power Fin.Corpn. 0.43
I R F C 0.42
GSEC2032 6.28 6.13
GSEC2030 6.01 2.76
GSEC2040 6.68 2.45
GSEC2035 2.16
GSEC2031 0.88
GSEC2035 6.48 0.51
TBILL-182D 0.30
C C I 6.88
Net CA & Others -1.91
Nexus Select 2.51
Embassy Off.REIT 2.36
Brookfield India 1.32
IndiGrid Trust 1.99
RaajMarg Infra 1.17
Vertis Infra. 0.70
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