Compare Funds

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

MF
JM Aggressive Hybrid Fund - Half Yearly IDCW - Direct PlanDirect · IDCW
₹99.34 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
MetricMFJM Aggressive Hybrid Fund - Half Yearly IDCW - Direct Plan3O360 ONE Multi Asset Allocation Fund - Growth - Direct Plan
Snapshot
AMC360 ONE
CategoryHybrid - Aggressive Hybrid FundHybrid - Multi Asset Allocation
NAV₹99.34 (16 Sep 2026)₹12.38 (16 Sep 2026)
Rating★★★★★★★★
BenchmarkCRISIL Hybrid 35+65 - Aggressive IndexGold-India
Fund ManagerAsit BhandarkarMayur Patel
Inception15 Sep 201420 Aug 2025
Returns
1Y-1.40%18.54%
3Y12.31%
5Y12.69%
Since Inception11.55%22.00%
Risk
13.0710.48
1.280.45
0.882.08
3.9925.98
1.694.07
-10.14%-7.38%
Costs
Expense Ratio1.16%0.59%
Exit Load1% on or before 60D, Nil after 60DNil upto 10% of units and 1% for remaining units on or before 12M, Nil after 12M
Min SIP₹1,000₹1,000
Min Lumpsum₹1,000₹1,000
Lock-inNoneNone

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

Portfolio Overlap
JM Aggressive…95%
360 ONE95%
4.9%

Only 4.9% of holdings by weight are common between JM Aggressive Hybrid Fund - Half Yearly IDCW - Direct Plan and 360 ONE, based on each fund's top 20 disclosed holdings, not the full portfolio.

Common holdingJM Aggressive Hybrid Fund - Half Yearly IDCW - Direct Plan360 ONE
ICICI Bank Ltd.2.09%2.03%
Bharti Airtel Ltd.2.61%1.48%
Axis Bank Ltd.1.55%1.40%

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