Compare Funds

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

HD
HDFC MFMorgan Stanley Multi Asset Fund - Plan B - Monthly DividendIDCW
₹10.63 as on 27 Jun 2014
VS
3O
360 ONE360 ONE Multi Asset Allocation Fund - Growth - Direct PlanDirect · Growth
₹12.38 as on 16 Sep 2026
Key Metrics Comparison
MetricHDMorgan Stanley Multi Asset Fund - Plan B - Monthly Dividend3O360 ONE Multi Asset Allocation Fund - Growth - Direct Plan
Snapshot
AMCHDFC MF360 ONE
CategoryHybrid - Multi Asset AllocationHybrid - Multi Asset Allocation
NAV₹10.63 (27 Jun 2014)₹12.38 (16 Sep 2026)
Rating★★★★★★
BenchmarkNIFTY 50Gold-India
Fund ManagerJayesh GandhiMayur Patel
Inception06 Feb 201220 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 Ratio2.30%0.59%
Exit Load1% 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₹1,000₹1,000
Min Lumpsum₹5,000₹1,000
Lock-inYesNone

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

Portfolio Overlap
HDFC MF97%
360 ONE97%
3.4%

Only 3.4% of holdings by weight are common between HDFC MF and 360 ONE, based on each fund's top 20 disclosed holdings, not the full portfolio.

Common holdingHDFC MF360 ONE
ICICI Bank Ltd.1.98%2.03%
Axis Bank Ltd.1.38%1.40%

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