Hybrid · Balanced Hybrid

360 ONE Balanced Hybrid Fund

360 ONE Mutual Fund

Benchmark

NIFTY 50 Hybrid Composite Debt 50:50 Index

Riskometer

High

Size

₹664 cr

Allotted

25 Sep 2023

Holdings as of

Not on record

360 ONE Balanced Hybrid Fund is a balanced hybrid fund of 360 ONE Mutual Fund with ₹664 cr under management. It is ahead of its benchmark (NIFTY 50 Hybrid Composite Debt 50:50 Index) in 2 of 2 periods. Its direct plan charges 0.67% a year. Mayur Patel has managed it for 3.1 years.

Debt and hybrid funds: the company-level sections (scorecard, companies inside, how it is run, nearest index) are not shown. Mix, returns, costs and managers only.

What is 360 ONE Balanced Hybrid Fund invested in?

Mix not on record

Has 360 ONE Balanced Hybrid Fund beaten its benchmark?

Ahead of its benchmark, NIFTY 50 Hybrid Composite Debt 50:50 Index, in 2 of 2 periods in AMFI's figures; +3.04% over the last year against −4.16%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	−1.71%	−3.60%	—
3 months	−1.53%	−5.03%	—
6 months	+3.72%	−1.83%	—
1 year	+3.17%	−4.06%	+7.23 pts
3 years	+10.51%	+9.27%	+1.24 pts
5 years	—	+8.00%	—
10 years	—	+12.69%	—
Since start from 3 Oct 2023	+10.44%	—	—

Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (NIFTY 50 Hybrid Composite Debt 50:50 Index) in 2 of 2 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	+3.04%	+1.48%	−4.16%	+7.20	—
3y	+10.51%	+8.87%	+5.99%	+4.52	—
5y	—	—	—	—	—
10y	—	—	—	—	—

Ahead in points a year · its rank among Balanced Hybrid funds, and how steady the lead is, in the app

Value of 100, month-end

Oct 2023 to 14 Oct 2026

Fund 137Nifty 500 TRI 135

₹100 put in at the start of Oct 2023 would be ₹137 on 14 Oct 2026, against ₹135 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does 360 ONE Balanced Hybrid Fund cost?

0.67% a year on the direct plan, 2.19% on the regular plan; 0 of 5 funds in its category charge less.

Direct plan

0.67% a year

Category median 1.15%

Regular plan

2.19% a year

Category median 2.33%

Gap

1.52 points

for the same holdings

0 of 5 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Hybrid Schemes - Balanced Hybrid Fund

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages 360 ONE Balanced Hybrid Fund?

Mayur Patel, since 25 Sep 2023; Viral Mehta, since 6 Oct 2025; Milan Mody, since 25 Sep 2023.

Mayur Patel

3.1 years

since 25 Sep 2023

Viral Mehta

1.0 years

since 6 Oct 2025

Milan Mody

3.1 years

since 25 Sep 2023

Benchmark as filedNifty 50 Hybrid Composite Debt 50:50 Index

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

From 6 Scheme Summary Documents filed with NSE, first on 13 Apr 2026; as on 14 Sep 2026

Questions people ask

Who manages 360 ONE Balanced Hybrid Fund?

Mayur Patel (manager) since 25 Sep 2023; Viral Mehta (manager) since 6 Oct 2025; Milan Mody (manager) since 25 Sep 2023.

What is the expense ratio of 360 ONE Balanced Hybrid Fund?

0.67% a year on the direct plan and 2.19% on the regular plan (expense report, Oct 2026).

How has 360 ONE Balanced Hybrid Fund done?

Its direct plan returned +10.51% a year over 3 years against +5.99% for its benchmark, NIFTY 50 Hybrid Composite Debt 50:50 Index, as of 13 Oct 2026.