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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 | Motilal Oswal Balanced Advantage Fund - Annual IDCW - Direct Plan | 360 ONE Multi Asset Allocation Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | — | 360 ONE |
| Category | Hybrid - Dynamic Asset Allocation | Hybrid - Multi Asset Allocation |
| NAV | ₹13.87 (16 Sep 2026) | ₹12.38 (17 Sep 2026) |
| Rating | ★ | ★★★ |
| Benchmark | CRISIL Hybrid 50+50 - Moderate Index | Gold-India |
| Fund Manager | Sandeep Jain | Mayur Patel |
| Inception | 27 Sep 2016 | 20 Aug 2025 |
| Returns | ||
| 1Y | -5.18% | 18.54% |
| 3Y | 1.80% | — |
| 5Y | 5.50% | — |
| Since Inception | 8.00% | 22.00% |
| Risk | ||
| 14.72 | 10.48 | |
| 0.83 | 0.45 | |
| 0.16 | 2.08 | |
| -2.32 | 25.98 | |
| 0.28 | 4.07 | |
| -12.54% | -7.38% | |
| Costs | ||
| Expense Ratio | 1.60% | 0.59% |
| Exit Load | 1% on or before 365D, Nil after 365D | Nil upto 10% of units and 1% for remaining units on or before 12M, Nil after 12M |
| Min SIP | ₹500 | ₹1,000 |
| Min Lumpsum | ₹500 | ₹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
Motilal Oswal…96%
360 ONE96%
3.7%Only 3.7% of holdings by weight are common between Motilal Oswal Balanced Advantage Fund - Annual IDCW - Direct Plan and 360 ONE, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingMotilal Oswal Balanced Advantage Fund - Annual IDCW - Direct Plan360 ONE
Net Receivables / (Payables)4.10%2.26%
Axis Bank Ltd.3.01%1.40%
Category context: Hybrid vs Hybrid. Open the full Screener →