NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

360 ONE Balanced Hybrid Fund Growth for NRI [12.36]

Min Investment

1,000

Fund Size

830.66 Cr

Expense Ratio

2.0%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

12.36

-0.33%

NAV as on 07 Nov 24, 12:00 AM

high risk

balanced allocation

hybrid (nc)

NAV as on 07 Nov 24, 12:00 AM

high risk

balanced allocation

hybrid (nc)

23.15%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

20.84%p.a.

Since Inception

About 360 ONE Balanced Hybrid Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the 360 ONE Balanced Hybrid Fund Growth scheme from 360 ONE Asset Management Limited. It is a Balanced Allocation mutual fund scheme that predominantly invests in Balanced Allocation stocks of companies. Launched on Sep 2023, 360 ONE Balanced Hybrid Fund Growth is Balanced Allocation fund of its category with 830.66 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Balanced Allocation funds.

  • 360 ONE Balanced Hybrid Fund Growth delivered 23.1% annual returns during the last year. It has delivered 20.8% average annual returns since the fund was launched.
  • 360 ONE Balanced Hybrid Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in hybrid (nc)

Fund Objective

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

Top 10 Holdings

7.10% Govt Stock 18042028

4.78%

Rural Electrification Corporation Limited

4.14%

07.37 Goi 2028

3.01%

Mindspace Business Parks Reit

3.00%

07.06 Goi 2028

2.98%

Small Industries Development Bank Of India

2.94%

Jamnagar Utilities And Power Pvt Limited

2.88%

Power Finance Corporation Limited

2.88%

HDFC Bank Ltd

2.84%

07.32 Goi 2030

2.42%

Fund Managers

  1. Mayur Patel (Sep 2023 - Present)
  2. Milan Mody (Sep 2023 - Present)
  3. Rohit Vaidyanathan (Jun 2024 - Present)
  4. Manumaharaj Saravanaraj (Jun 2024 - Present)

Key Information

View Scheme Document

360 ONE Balanced Hybrid Fund Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on 360 ONE Balanced Hybrid Fund Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in 360 ONE Balanced Hybrid Fund Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in 360 ONE Balanced Hybrid Fund Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions