Compare Funds

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

HS
HSBC MFHSBC Balanced Advantage Fund - IDCW Payout - Direct PlanDirect · IDCW
₹21.76 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
MetricHSHSBC Balanced Advantage Fund - IDCW Payout - Direct Plan3O360 ONE Multi Asset Allocation Fund - Growth - Direct Plan
Snapshot
AMCHSBC MF360 ONE
CategoryHybrid - Balanced AdvantageHybrid - Multi Asset Allocation
NAV₹21.76 (16 Sep 2026)₹12.38 (16 Sep 2026)
Rating★★★★★★
BenchmarkNIFTY 50 Hybrid Composite Debt 50:50 IndexGold-India
Fund ManagerNeelotpal SahaiMayur Patel
Inception01 Jan 201320 Aug 2025
Returns
1Y1.28%18.54%
3Y9.10%
5Y8.41%
Since Inception11.03%22.00%
Risk
7.0910.48
0.510.45
0.682.08
3.4825.98
1.274.07
-5.58%-7.38%
Costs
Expense Ratio1.16%0.59%
Exit LoadNil for 10% of units and 1% for remaining units 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
HSBC MF93%
360 ONE93%
6.9%

Only 6.9% of holdings by weight are common between HSBC MF and 360 ONE, based on each fund's top 20 disclosed holdings, not the full portfolio.

Common holdingHSBC MF360 ONE
ICICI Bank Ltd.5.06%2.03%
Treps1.97%3.19%
Bharti Airtel Ltd.1.98%1.48%
Axis Bank Ltd.3.64%1.40%

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