Compare Funds

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

SU
Sundaram MFSundaram Equity Hybrid Fund - Appreciation - Direct PlanDirect
₹146.34 as on 31 Dec 2021
VS
3O
360 ONE360 ONE Multi Asset Allocation Fund - Growth - Direct PlanDirect · Growth
₹12.38 as on 16 Sep 2026
Key Metrics Comparison
MetricSUSundaram Equity Hybrid Fund - Appreciation - Direct Plan3O360 ONE Multi Asset Allocation Fund - Growth - Direct Plan
Snapshot
AMCSundaram MF360 ONE
CategoryHybrid - Aggressive Hybrid FundHybrid - Multi Asset Allocation
NAV₹146.34 (31 Dec 2021)₹12.38 (16 Sep 2026)
Rating★★★★★★
BenchmarkCRISIL Hybrid 35+65 - Aggressive IndexGold-India
Fund ManagerRahul BaijalMayur Patel
Inception02 Jan 201320 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 Ratio0.89%0.59%
Exit LoadNil upto 25% of units and 1% for remaining units of or before 365D, Nil after 365DNil upto 10% of units and 1% for remaining units on or before 12M, Nil after 12M
Min SIP₹100₹1,000
Min Lumpsum₹100₹1,000
Lock-inNoneNone

Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.

Portfolio Overlap
Sundaram MF95%
360 ONE95%
5.5%

Only 5.5% of holdings by weight are common between Sundaram MF and 360 ONE, based on each fund's top 20 disclosed holdings, not the full portfolio.

Common holdingSundaram MF360 ONE
ICICI Bank Ltd.4.50%2.03%
TREPS1.97%3.19%
Bharti Airtel Ltd.1.83%1.48%

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