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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 | SBI Balanced Advantage Fund - IDCW Payout - Direct Plan | 360 ONE Multi Asset Allocation Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | SBI MF | 360 ONE |
| Category | Hybrid - Balanced Advantage | Hybrid - Multi Asset Allocation |
| NAV | ₹16.33 (16 Sep 2026) | ₹12.38 (16 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | NIFTY 50 Hybrid Composite Debt 50:50 Index | Gold-India |
| Fund Manager | Dinesh Balachandran | Mayur Patel |
| Inception | 31 Aug 2021 | 20 Aug 2025 |
| Returns | ||
| 1Y | 1.56% | 18.54% |
| 3Y | 9.17% | — |
| 5Y | 9.99% | — |
| Since Inception | 10.20% | 22.00% |
| Risk | ||
| 6.62 | 10.48 | |
| 1.10 | 0.45 | |
| 0.97 | 2.08 | |
| 6.33 | 25.98 | |
| 1.89 | 4.07 | |
| -6.62% | -7.38% | |
| Costs | ||
| Expense Ratio | 0.89% | 0.59% |
| Exit Load | Nil upto 10% of units and 1% for remaining units on or before 1Y, Nil after 1Y | Nil upto 10% of units and 1% for remaining units on or before 12M, Nil after 12M |
| Min SIP | ₹500 | ₹1,000 |
| Min Lumpsum | ₹5,000 | ₹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
SBI MF90%
360 ONE90%
9.5%Only 9.5% of holdings by weight are common between SBI MF and 360 ONE, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingSBI MF360 ONE
TREPS6.78%3.19%
ICICI Bank Ltd.3.82%2.03%
Cholamandalam Investment and Finance Company Ltd.1.62%1.53%
Axis Bank Ltd.1.85%1.40%
Bharti Airtel Ltd.1.37%1.48%
Category context: Hybrid vs Hybrid. Open the full Screener →