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360 ONE Balanced Hybrid Fund- Direct Plan - Growth is a hybrid scheme managed by 360 ONE Mutual Fund. The total expense ratio is 0.79% on assets of ₹734Cr. The fund is currently managed by Mr. Mayur Patel, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 88% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| HDFC BANK LIMITED | Financial Services | 2.39% |
| ICICI BANK LIMITED | Financial Services | 2.07% |
| INDUS TOWERS LIMITED | Communication Services | 1.58% |
| POWER GRID CORPORATION OF INDIA LIMITED | Utilities | 1.54% |
| LARSEN AND TOUBRO LIMITED | Industrials | 1.53% |
| BHARTI AIRTEL LIMITED | Communication Services | 1.44% |
| PREMIER ENERGIES LIMITED | Technology | 1.38% |
| MOTHERSON SUMI WIRING INDIA LIMITED | Consumer Cyclical | 1.37% |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED | Industrials | 1.35% |
| AXIS BANK LIMITED | Financial Services | 1.22% |
| TITAN COMPANY LIMITED | Consumer Cyclical | 1.11% |
| Varun Beverages Ltd | Consumer Defensive | 1.10% |
| RELIANCE INDUSTRIES LIMITED | Energy | 1.10% |
| THE INDIAN HOTELS COMPANY LIMITED | Consumer Cyclical | 1.07% |
| Shriram Finance Limited | Financial Services | 1.06% |
| TECH MAHINDRA LIMITED | Technology | 1.01% |
| BRITANNIA INDUSTRIES LIMITED | Consumer Defensive | 0.91% |
| BAJAJ CONSUMER CARE LIMITED | Consumer Defensive | 0.79% |
| MARUTI SUZUKI INDIA LIMITED | Consumer Cyclical | 0.78% |
| AEGIS VOPAK TERMINALS LIMITED | Energy | 0.72% |
| HERO MOTOCORP LIMITED | Consumer Cyclical | 0.70% |
| ABBOTT INDIA LIMITED | Healthcare | 0.70% |
| GRAVITA INDIA LIMITED | Basic Materials | 0.67% |
| JSW STEEL LIMITED | Basic Materials | 0.67% |
| CROMPTON GREAVES CONSUMER ELECTRICALS LIMITED | Consumer Cyclical | 0.59% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 6 | 12.88% |
| Capital Goods | — | 8.25% |
| Telecommunication | — | 3.02% |
| Consumer Services | — | 3.00% |
| Automobile and Auto Components | — | 2.85% |
| Fast Moving Consumer Goods | — | 2.80% |
| Healthcare | 2 | 2.44% |
| Oil, Gas & Consumable Fuels | — | 2.33% |
| Construction | — | 1.93% |
| Metals & Mining | — | 1.91% |
Active bets vs the average Hybrid fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | 0.80% | 4.56% | 6.86% | 12.17% | 26.91% | 100.0% |
Top-10 weight 15.9% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Hybrid.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.