IIFL Mutual Funds. Our mutual fund offerings are uniquely structured and positioned as leaders in their respective niche areas. Concentrated picks and the freedom from benchmarking constraints have helped us generate significant alpha for our investors.

MUTUAL FUND

360 ONE Balanced Hybrid Fund

This product is suitable for investors who are seeking*


To create wealth and income in the long term;

Investment in equity and equity-related securities and fixed income instruments

High

Investors understand that the principal will be at High Risk

High

Benchmark - Nifty 50 Hybrid Composite Debt 50:50 Index

*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.

Product Downloads
Application Form
Scheme Information Document
Key Information Memorandum

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Type of Scheme:
An open ended balanced scheme investing in equity and debt instruments.

Investment Objective:
The Investment objective of the fund is to generate long term capital appreciation/income by investing in equity and debt instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Benchmark:
Nifty 50 Hybrid Composite Debt 50:50 Index

Asset Allocation:
The investment policies of the Scheme shall be as per SEBI (Mutual Funds) Regulations, 1996, and within the following guidelines. Under normal market circumstances, the investment range would be as follows:

InstrumentsIndicative Allocation (% of Net assets)Risk Profile
MinimumMaximum
Equity or Equity Related Instruments across market capitalization40%60%High
Debt and money market instruments40%60%Low to Moderate

Please refer to scheme SID / KIM for more information on the asset allocation.

Minimum Application Amount:

New Purchase - ₹1000 and in multiples of ₹1 thereafter.

Additional Purchase - ₹1000 and in multiples of ₹1 thereafter.

Systematic Investment Plan (SIP)

  • Weekly Option - ₹1000 per instalment for a minimum period of 6 weeks. Default day triggered every Tuesday.

  • Fortnightly Option - ₹1000 per instalment for a minimum period of 6 fortnights triggered on 2nd & 16th of every month.

  • Monthly Option - ₹1000 per month for minimum six number of instalments.

  • Quarterly Option - ₹1000 per quarter for minimum six number of instalments.

Load Structure:
Entry Load: NIL

Exit Load:
- Redemption / switch-out of 10% of Units allotted on or before completion of 12 months from the date of allotment- NIL exit load.
- Redemption/ switch out in excess of the 10% of Units allotted on or before completion of 12 months from the date of allotment –1.00% exit load.
- Nil - if redeemed / switched out after 12 months from the date of allotment

Fund Manager:
Mr. Mayur Patel (Equity Portion)
Mr. Milan Mody (Debt Portion)

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.