Compare Funds

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

SU
Sundaram MFSundaram Multi Asset Allocation Fund - IDCW - Direct PlanDirect · IDCW
₹13.58 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
MetricSUSundaram Multi Asset Allocation Fund - IDCW - Direct Plan3O360 ONE Multi Asset Allocation Fund - Growth - Direct Plan
Snapshot
AMCSundaram MF360 ONE
CategoryHybrid - Multi Asset AllocationHybrid - Multi Asset Allocation
NAV₹13.58 (16 Sep 2026)₹12.38 (16 Sep 2026)
Rating★★★★★★
BenchmarkGold-IndiaGold-India
Fund ManagerRohit SeksariaMayur Patel
Inception25 Jan 202420 Aug 2025
Returns
1Y4.83%18.54%
3Y
5Y
Since Inception12.26%22.00%
Risk
9.3010.48
0.570.45
0.872.08
6.9525.98
1.464.07
-11.73%-7.38%
Costs
Expense Ratio0.78%0.59%
Exit LoadNil upto 30% of units and 1% for remaining units on 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 MF92%
360 ONE92%
8.2%

Only 8.2% 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
TREPS3.13%3.19%
ICICI Bank Ltd.4.79%2.03%
Cholamandalam Investment and Finance Company Ltd.1.62%1.53%
Bharti Airtel Ltd.2.89%1.48%

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