⚖
Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
Bajaj Finserv MFBajaj Finserv Balanced Advantage Fund - Growth - Direct Plan
₹12.00 as on 16 Sep 2026
Key Metrics Comparison
| Metric | Bajaj Finserv Balanced Advantage Fund - Growth - Direct Plan | 360 ONE Multi Asset Allocation Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Bajaj Finserv MF | 360 ONE |
| Category | Hybrid - Balanced Advantage | Hybrid - Multi Asset Allocation |
| NAV | ₹12.00 (16 Sep 2026) | ₹12.38 (16 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | NIFTY 50 Hybrid Composite Debt 50:50 Index | Gold-India |
| Fund Manager | Nimesh Chandan | Mayur Patel |
| Inception | 15 Dec 2023 | 20 Aug 2025 |
| Returns | ||
| 1Y | 2.49% | 18.54% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | 6.84% | 22.00% |
| Risk | ||
| 9.49 | 10.48 | |
| 0.76 | 0.45 | |
| 0.07 | 2.08 | |
| 0.40 | 25.98 | |
| 0.12 | 4.07 | |
| -9.74% | -7.38% | |
| Costs | ||
| Expense Ratio | 1.05% | 0.59% |
| Exit Load | Nil upto 8% of units and 1% for remaining units on or before 3M, Nil after 3M | Nil upto 10% of units and 1% for remaining units on or before 12M, Nil after 12M |
| Min SIP | ₹500 | ₹1,000 |
| Min Lumpsum | ₹500 | ₹1,000 |
| Lock-in | None | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Bajaj Finserv…95%
360 ONE95%
4.9%Only 4.9% of holdings by weight are common between Bajaj Finserv MF and 360 ONE, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingBajaj Finserv MF360 ONE
ICICI Bank Ltd.6.06%2.03%
Bharti Airtel Ltd.5.13%1.48%
Axis Bank Ltd.2.04%1.40%
Category context: Hybrid vs Hybrid. Open the full Screener →