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360 ONE Balanced Hyrbrid fund - Regular Plan - IDCW

— · Equity Fund
High
₹12.65
Current NAV
23 Oct 2026
-1.7%
1Y Return
8.3%
3Y CAGR
19.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 5.85).
  • Very large asset base (AUM: ₹19,400 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Equity Fund mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.85
Sharpe Ratio
0.45
Beta
5.85
Alpha
0.98
Sortino
Fund Details
Category Equity Fund
AUM ₹19400 Cr
Expense Ratio 1.25%
Min SIP ₹500
Min Lumpsum ₹1000
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