360 ONE Balanced Hybrid Fund(IDCW)

The 360 ONE Balanced Hybrid Fund (IDCW) is designed for investors seeking a balanced approach to wealth creation through a mix of equity and debt investments. This fund is ideal for those looking to achieve moderate growth while managing risk effectively. It matters because it offers diversification, professional management, and potential for stable returns in varying market conditions.

Balanced investment strategy combining equity and debt
Suitable for moderate risk investors
Managed by experienced professionals
Potential for stable returns
Diversification reduces overall portfolio risk

Investment Thesis

360 ONE Balanced Hybrid Fund stands out due to its credible promoter group, robust growth in digital services, and attractive valuation compared to peers. This combination positions the fund for sustainable growth and offers a compelling investment opportunity for retail investors.

Strong backing from a reputable promoter group enhances trust and stability.
Significant growth potential in digital services aligns with market trends.
Valuation metrics indicate an attractive entry point compared to industry peers.
Balanced hybrid strategy provides a diversified risk-return profile.
Consistent performance track record reinforces investor confidence.

Opportunity vs Risk

Opportunities

Diversified investment across asset classes
Potential for capital appreciation
Regular income through dividends
Professional fund management expertise
Tax benefits on long-term gains

Risks ⚠️

Market volatility affecting returns
Interest rate fluctuations impact bonds
Management fees reduce overall gains
Economic downturn risks
Liquidity concerns during market stress

Peer Perspective

360 ONE Balanced Hybrid Fund (IDCW) trades at a slight premium compared to peers like HDFC Balanced Fund and ICICI Prudential Balanced Fund, with growth acceleration and margin stability being key conditions for potential rerating.

???? Future Outlook

The 360 ONE Balanced Hybrid Fund has the potential to deliver solid returns in a favorable market environment, provided that the management maintains strong execution and effective cost control strategies.

AI FAQs for Retail Users

Q: What is 360 ONE Balanced Hybrid Fund (IDCW)?
A: It is a mutual fund that invests in both equity and debt instruments for balanced growth.
Q: What does IDCW stand for?
A: IDCW stands for Income Distribution cum Capital Withdrawal, allowing investors to receive income distributions.
Q: Who should invest in this fund?
A: This fund is suitable for investors seeking moderate risk with potential for capital appreciation and income.
Q: What are the risks involved?
A: Like all investments, it carries market risk, including potential loss of capital.
Q: How can I invest in this fund?
A: You can invest through mutual fund platforms, banks, or directly via the fund's website.

📊 Stock Investment Checklist (100 Points)

360 ONE Balanced Hybrid Fund(IDCW) • Updated: 2025-10-01 01:00:53

10

Business
High

The fund operates in a future-ready sector with a clear investment model.
10

Growth
High

Consistent revenue and profit growth observed over the past few years.
10

Profitability
High

Strong ROE and ROCE, with healthy operating cash flow.
8

Valuation
High

Valuation metrics are reasonable compared to peers.
7

Balance
High

Debt levels are manageable with adequate liquidity.
6

Governance
Good

Promoter holding is stable, with minimal pledging.
5

Drivers
Good

Growth drivers are present, but execution risks remain.
5

Technicals
Good

Market sentiment is neutral with moderate liquidity.

Final Score & Verdict

Score 68 / 100 • Decent

The fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.