360 ONE Balanced Hybrid Fund Direct Reinvestment Inc Dist cum Cap Wdrl

360 ONE Balanced Hybrid Fund Direct Reinvestment Inc Dist cum Cap Wdrl is a hybrid fund. This fund was started on 25 September, 2023. The fund is managed by Ashish Ongari, Mayur Patel, Viral Mehta, Milan Mody. This fund gives you the benefit of diversification.

1. 360 ONE Balanced Hybrid Fund Direct Reinvestment Inc Dist cum Cap Wdrl has ₹871 Cr worth of assets under management (AUM) as on Oct 2025 and is more than category average.
2. The fund has an expense ratio 0.5.
   

360 ONE Balanced Hybrid Fund Direct Reinvestment Inc Dist cum Cap Wdrl has given a CAGR return of 14.68% since inception. Over the last 1 year the fund has given a CAGR return of 4.56%.

360 ONE Balanced Hybrid Fund Direct Reinvestment Inc Dist cum Cap Wdrl has allocated its funds majorly in Corporate, Government, Financial Services, Industrial, Consumer Cyclical, Tech, Health, Communication, Energy, Basic Materials, Cash Equivalent, Utilities.

As it is a balanced allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

The Investment Objective of the fund is to generate long term capital appreciation/income by investing in equity and debt instruments.

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 1000.00. 360 ONE Balanced Hybrid Fund Direct Reinvestment Inc Dist cum Cap Wdrl has no lock in period.