Compare Funds

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

JM
JP Morgan MFJPMorgan India Alpha Fund - Dividend ReinvestmentIDCW
₹10.56 as on 18 Apr 2011
VS
3O
360 ONE360 ONE Multi Asset Allocation Fund - Growth - Direct PlanDirect · Growth
₹12.38 as on 16 Sep 2026
Key Metrics Comparison
MetricJMJPMorgan India Alpha Fund - Dividend Reinvestment3O360 ONE Multi Asset Allocation Fund - Growth - Direct Plan
Snapshot
AMCJP Morgan MF360 ONE
CategoryHybrid - Arbitrage FundHybrid - Multi Asset Allocation
NAV₹10.56 (18 Apr 2011)₹12.38 (16 Sep 2026)
Rating★★★★★★
BenchmarkCRISIL Liquid Debt IndexGold-India
Fund ManagerNandkumar SurtiMayur Patel
Inception29 Aug 200820 Aug 2025
Returns
1Y18.54%
3Y
5Y
Since Inception22.00%
Risk
10.48
0.45
2.08
25.98
4.07
-7.38%
Costs
Expense Ratio0.59%
Exit LoadNil 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
JP Morgan MF98%
360 ONE98%
2.3%

Only 2.3% of holdings by weight are common between JP Morgan MF and 360 ONE, based on each fund's top 20 disclosed holdings, not the full portfolio.

Common holdingJP Morgan MF360 ONE
Net Receivables / (Payables)8.06%2.26%

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