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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
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Key Metrics Comparison
| Metric | Helios Balanced Advantage Fund - Regular Plan - IDCW | 360 ONE Multi Asset Allocation Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Helios MF | 360 ONE |
| Category | Hybrid - Dynamic Asset Allocation | Hybrid - Multi Asset Allocation |
| NAV | ₹11.27 (16 Sep 2026) | ₹12.38 (16 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | CRISIL Hybrid 50+50 - Moderate Index | Gold-India |
| Fund Manager | Alok Bahl | Mayur Patel |
| Inception | 27 Mar 2024 | 20 Aug 2025 |
| Returns | ||
| 1Y | 0.10% | 18.54% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | 5.22% | 22.00% |
| Risk | ||
| 10.02 | 10.48 | |
| 0.69 | 0.45 | |
| -0.11 | 2.08 | |
| -0.84 | 25.98 | |
| -0.19 | 4.07 | |
| -8.88% | -7.38% | |
| Costs | ||
| Expense Ratio | 2.85% | 0.59% |
| Exit Load | NIL | Nil 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-in | None | None |
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.
Category context: Hybrid vs Hybrid. Open the full Screener →