Compare Funds

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

HE
Helios MFHelios Arbitrage Fund - Regular Plan - GrowthRegular · Growth
₹10.24 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
MetricHEHelios Arbitrage Fund - Regular Plan - Growth3O360 ONE Multi Asset Allocation Fund - Growth - Direct Plan
Snapshot
AMCHelios MF360 ONE
CategoryHybrid - Arbitrage FundHybrid - Multi Asset Allocation
NAV₹10.24 (16 Sep 2026)₹12.38 (16 Sep 2026)
Rating★★★★★★
BenchmarkNifty 50 Arbitrage - TRIGold-India
Fund ManagerAlok BahlMayur Patel
Inception20 Mar 202620 Aug 2025
Returns
1Y18.54%
3Y
5Y
Since Inception2.40%22.00%
Risk
0.2110.48
0.000.45
-6.862.08
-1.4825.98
-2.144.07
0.30%-7.38%
Costs
Expense Ratio2.47%0.59%
Exit Load0.25% on or before 7D, NIL after 7DNil upto 10% of units and 1% for remaining units on or before 12M, Nil after 12M
Min SIP₹1,000₹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
Helios MF93%
360 ONE93%
6.6%

Only 6.6% of holdings by weight are common between Helios MF and 360 ONE, based on each fund's top 20 disclosed holdings, not the full portfolio.

Common holdingHelios MF360 ONE
TREPS5.94%3.19%
ICICI Bank Ltd.2.35%2.03%
Axis Bank Ltd.5.86%1.40%

Category context: Hybrid vs Hybrid. Open the full Screener →