Compare Funds

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

HD
HDFC MFHDFC Balanced Fund - DividendIDCW
₹30.65 as on 01 Jun 2018
VS
3O
360 ONE360 ONE Multi Asset Allocation Fund - Growth - Direct PlanDirect · Growth
₹12.33 as on 15 Sep 2026
Key Metrics Comparison
MetricHDHDFC Balanced Fund - Dividend3O360 ONE Multi Asset Allocation Fund - Growth - Direct Plan
Snapshot
AMCHDFC MF360 ONE
CategoryHybrid - Aggressive Hybrid FundHybrid - Multi Asset Allocation
NAV₹30.65 (01 Jun 2018)₹12.33 (15 Sep 2026)
Rating★★★★★★
BenchmarkNIFTY 50 Hybrid Composite Debt 65:35 IndexGold-India
Fund ManagerChirag SetalvadMayur Patel
Inception11 Sep 200020 Aug 2025
Returns
1Y18.80%
3Y
5Y
Since Inception21.64%
Risk
10.48
0.45
2.08
25.98
4.07
-7.38%
Costs
Expense Ratio1.92%0.59%
Exit LoadNIL upto 15% of investment and 1% in excess of 15% of investment on or before 1Y, NIL after 1YNil upto 10% of units and 1% for remaining units on or before 12M, Nil after 12M
Min SIP₹500₹1,000
Min Lumpsum₹5,000₹1,000
Lock-inNoneNone

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

Portfolio Overlap

Portfolio holdings aren't disclosed for one or both funds, so overlap can't be computed.

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