Compare Funds

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

MF
PGIM India Balanced Advantage Fund - Regular Plan - IDCWRegular · IDCW
₹10.44 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
MetricMFPGIM India Balanced Advantage Fund - Regular Plan - IDCW3O360 ONE Multi Asset Allocation Fund - Growth - Direct Plan
Snapshot
AMC360 ONE
CategoryHybrid - Dynamic Asset AllocationHybrid - Multi Asset Allocation
NAV₹10.44 (16 Sep 2026)₹12.38 (16 Sep 2026)
Rating★★★
BenchmarkCRISIL Hybrid 50+50 - Moderate IndexGold-India
Fund ManagerUtsav MehtaMayur Patel
Inception04 Feb 202120 Aug 2025
Returns
1Y-5.43%18.54%
3Y4.45%
5Y5.27%
Since Inception7.05%22.00%
Risk
8.9510.48
0.700.45
0.222.08
-1.8825.98
0.414.07
-8.19%-7.38%
Costs
Expense Ratio2.53%0.59%
Exit Load0.50% on or before 90D, Nil after 90DNil 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
PGIM India Ba…96%
360 ONE96%
3.5%

Only 3.5% of holdings by weight are common between PGIM India Balanced Advantage Fund - Regular Plan - IDCW and 360 ONE, based on each fund's top 20 disclosed holdings, not the full portfolio.

Common holdingPGIM India Balanced Advantage Fund - Regular Plan - IDCW360 ONE
ICICI Bank Ltd.5.99%2.03%
Bharti Airtel Ltd.3.05%1.48%

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