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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 | Invesco India Balanced Advantage Fund - Regular Plan - IDCW | 360 ONE Multi Asset Allocation Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Invesco MF | 360 ONE |
| Category | Hybrid - Dynamic Asset Allocation | Hybrid - Multi Asset Allocation |
| NAV | ₹16.83 (16 Sep 2026) | ₹12.38 (16 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | NIFTY 50 Hybrid Composite Debt 50:50 Index | Gold-India |
| Fund Manager | Amey Sathe | Mayur Patel |
| Inception | 04 Oct 2007 | 20 Aug 2025 |
| Returns | ||
| 1Y | -4.71% | 18.54% |
| 3Y | 6.88% | — |
| 5Y | 6.67% | — |
| Since Inception | 8.91% | 22.00% |
| Risk | ||
| 8.38 | 10.48 | |
| 0.65 | 0.45 | |
| 0.48 | 2.08 | |
| 0.38 | 25.98 | |
| 0.86 | 4.07 | |
| -7.99% | -7.38% | |
| Costs | ||
| Expense Ratio | 2.39% | 0.59% |
| Exit Load | Nil upto 10% of units and 0.25% for above the limits 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 | ₹100 | ₹1,000 |
| Min Lumpsum | ₹1,000 | ₹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
Invesco MF94%
360 ONE94%
5.7%Only 5.7% of holdings by weight are common between Invesco MF and 360 ONE, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingInvesco MF360 ONE
Net Receivables / (Payables)12.58%2.26%
ICICI Bank Ltd.5.43%2.03%
Axis Bank Ltd.2.43%1.40%
Category context: Hybrid vs Hybrid. Open the full Screener →