Compare Funds

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

SB
SBI MFSBI Dual Advantage Fund - Series VIII - Regular Plan - GrowthRegular · Growth
₹12.12 as on 20 Apr 2018
VS
3O
360 ONE360 ONE Multi Asset Allocation Fund - Growth - Direct PlanDirect · Growth
₹12.38 as on 16 Sep 2026
Key Metrics Comparison
MetricSBSBI Dual Advantage Fund - Series VIII - Regular Plan - Growth3O360 ONE Multi Asset Allocation Fund - Growth - Direct Plan
Snapshot
AMCSBI MF360 ONE
CategoryHybrid - Balanced Hybrid FundHybrid - Multi Asset Allocation
NAV₹12.12 (20 Apr 2018)₹12.38 (16 Sep 2026)
Rating★★★★★★
BenchmarkCRISIL Hybrid 85+15 - Conservative IndexGold-India
Fund ManagerRajeev RadhakrishnanMayur Patel
Inception06 Apr 201520 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 Ratio2.20%0.59%
Exit LoadNil upto 10% of units and 1% for remaining units on or before 12M, Nil after 12M
Min SIP₹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
SBI MF98%
360 ONE98%
1.5%

Only 1.5% 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
Cholamandalam Investment and Finance Company Ltd.15.25%1.53%

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