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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 | Shriram Balanced Advantage Fund - IDCW - Direct Plan | 360 ONE Multi Asset Allocation Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Shriram MF | 360 ONE |
| Category | Hybrid - Dynamic Asset Allocation | Hybrid - Multi Asset Allocation |
| NAV | ₹18.40 (16 Sep 2026) | ₹12.38 (16 Sep 2026) |
| Rating | ★★ | ★★★ |
| Benchmark | CRISIL Hybrid 50+50 - Moderate Index | Gold-India |
| Fund Manager | Prateek Nigudkar | Mayur Patel |
| Inception | 05 Jul 2019 | 20 Aug 2025 |
| Returns | ||
| 1Y | -1.77% | 18.54% |
| 3Y | 5.72% | — |
| 5Y | 6.11% | — |
| Since Inception | 8.83% | 22.00% |
| Risk | ||
| 9.86 | 10.48 | |
| 0.71 | 0.45 | |
| 0.27 | 2.08 | |
| -1.27 | 25.98 | |
| 0.46 | 4.07 | |
| -8.50% | -7.38% | |
| Costs | ||
| Expense Ratio | 0.94% | 0.59% |
| Exit Load | NIL for 12% of units and 1% for remaining units on or before 90D, Nil after 90D | 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
Shriram MF95%
360 ONE95%
4.9%Only 4.9% of holdings by weight are common between Shriram MF and 360 ONE, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingShriram MF360 ONE
ICICI Bank Ltd.4.29%2.03%
Bharti Airtel Ltd.2.80%1.48%
Axis Bank Ltd.2.29%1.40%
Category context: Hybrid vs Hybrid. Open the full Screener →