Compare Funds

See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.

AX
Axis MFAxis Balanced Advantage Fund - Growth - Direct PlanDirect · Growth
₹23.80 as on 16 Sep 2026
VS
3O
360 ONE360 ONE Multi Asset Allocation Fund - Growth - Direct PlanDirect · Growth
₹12.38 as on 16 Sep 2026
Key Metrics Comparison
MetricAXAxis Balanced Advantage Fund - Growth - Direct Plan3O360 ONE Multi Asset Allocation Fund - Growth - Direct Plan
Snapshot
AMCAxis MF360 ONE
CategoryHybrid - Balanced AdvantageHybrid - Multi Asset Allocation
NAV₹23.80 (16 Sep 2026)₹12.38 (16 Sep 2026)
Rating★★★★★★★★
BenchmarkNIFTY 50 Hybrid Composite Debt 50:50 IndexGold-India
Fund ManagerJayesh SundarMayur Patel
Inception01 Aug 201720 Aug 2025
Returns
1Y1.15%18.54%
3Y10.73%
5Y9.22%
Since Inception9.96%22.00%
Risk
7.9010.48
0.630.45
0.992.08
4.3725.98
2.024.07
-6.52%-7.38%
Costs
Expense Ratio1.06%0.59%
Exit LoadNil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12MNil upto 10% of units and 1% for remaining units on or before 12M, Nil after 12M
Min SIP₹100₹1,000
Min Lumpsum₹100₹1,000
Lock-inNoneNone

Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.

Portfolio Overlap
Axis MF93%
360 ONE93%
7.2%

Only 7.2% of holdings by weight are common between Axis MF and 360 ONE, based on each fund's top 20 disclosed holdings, not the full portfolio.

Common holdingAxis MF360 ONE
Net Receivables / (Payables)13.41%2.26%
ICICI Bank Ltd.6.08%2.03%
Bharti Airtel Ltd.2.34%1.48%
Axis Bank Ltd.1.50%1.40%

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