360 ONE Balanced Hybrid Fund(IDCW Reinvest)

The 360 ONE Balanced Hybrid Fund is designed to provide a balanced approach to investing by allocating assets between equity and debt. This fund is ideal for investors seeking moderate risk with potential for capital appreciation and regular income. It combines the growth potential of equities with the stability of fixed income, catering to both conservative and growth-oriented investors. With professional management and a diversified portfolio, it aims to deliver consistent returns over the long term.

Balanced investment approach between equity and debt
Suitable for moderate risk investors
Potential for capital appreciation and regular income
Professionally managed for optimal performance
Diversified portfolio to mitigate risks

Investment Thesis

360 ONE Balanced Hybrid Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This fund is well-positioned to capture market opportunities, making it a compelling choice for retail investors seeking balanced growth.

Strong backing from a reputable promoter group enhances trust and stability.
Significant growth potential in digital services aligns with market trends.
Attractive valuation compared to peers offers a favorable entry point.
Balanced hybrid structure provides a mix of equity and debt exposure.
Consistent performance track record boosts investor confidence.

Opportunity vs Risk

Opportunities

Diversified investment across asset classes
Potential for stable returns
Tax benefits on long-term gains
Growing demand for balanced funds

Risks ⚠️

Market volatility affecting returns
Interest rate fluctuations
Economic downturn impacts performance
Management fees may reduce gains

Peer Perspective

360 ONE Balanced Hybrid Fund trades at a premium compared to peers like HDFC Balanced Fund and ICICI Prudential Balanced Fund. A rerating could occur if it maintains margin stability and demonstrates consistent growth.

???? Future Outlook

If execution improves and digital growth sustains, earnings could meaningfully step up over the next 6–8 quarters, opening room for a re-rating.

AI FAQs for Retail Users

Q: What is 360 ONE Balanced Hybrid Fund?
A: It is a mutual fund that invests in both equity and debt instruments for balanced growth.
Q: What does IDCW Reinvest mean?
A: IDCW Reinvest means any income distribution will be reinvested in the fund instead of being paid out.
Q: Who should invest in this fund?
A: This fund is suitable for investors seeking moderate risk and balanced returns over the medium to long term.
Q: What are the risks involved?
A: Like all investments, this fund carries market risks, including fluctuations in equity and debt prices.
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 Reinvest) • Updated: 2025-10-01 01:00:38

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

ROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
8

Valuation
High

P/E and P/B ratios are in line with peers, indicating fair valuation.
7

Balance
High

Debt/equity ratio is manageable, with adequate reserves and liquidity.
6

Governance
Good

Promoter holding is stable, but some pledging exists.
5

Drivers
Good

Growth catalysts 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 decent potential with a balanced approach to growth and risk management, but investors should remain cautious about execution risks.