NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹12.20
0.37%
NAV as on 19 Nov 24, 12:00 AM
high risk
balanced allocation
hybrid (nc)
NAV as on 19 Nov 24, 12:00 AM
high risk
balanced allocation
hybrid (nc)
20.19%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 843.25 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 20.2% 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
7.1% Govt Stock 2029
4.80%
Rural Electrification Corporation Limited
4.16%
7.37% Govt Stock 2028
3.03%
Mindspace Business Parks Reit
3.01%
7.06% Govt Stock 2028
2.99%
Small Industries Development Bank Of India
2.96%
HDFC Bank Ltd
2.94%
Axis Bank Ltd.
2.92%
Jamnagar Utilities & Power Private Limited
2.90%
Power Finance Corporation Limited
2.89%
Fund Managers
- Mayur Patel (Sep 2023 - Present)
- Milan Mody (Sep 2023 - Present)
- Rohit Vaidyanathan (Jun 2024 - Present)
- Manumaharaj Saravanaraj (Jun 2024 - Present)
Key Information
View Scheme Document
360 ONE Balanced Hybrid Fund Growth SIP Calculator
If invested
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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 Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% 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
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