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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 | Tata Balanced Advantage Fund - IDCW Payout - Direct Plan | 360 ONE Multi Asset Allocation Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Tata MF | 360 ONE |
| Category | Hybrid - Balanced Advantage | Hybrid - Multi Asset Allocation |
| NAV | ₹22.22 (16 Sep 2026) | ₹12.38 (16 Sep 2026) |
| Rating | ★★ | ★★★ |
| Benchmark | CRISIL Hybrid 50+50 - Moderate Index | Gold-India |
| Fund Manager | Rahul Singh (Tata) | Mayur Patel |
| Inception | 28 Jan 2019 | 20 Aug 2025 |
| Returns | ||
| 1Y | 1.06% | 18.54% |
| 3Y | 7.81% | — |
| 5Y | 8.67% | — |
| Since Inception | 11.56% | 22.00% |
| Risk | ||
| 7.16 | 10.48 | |
| 0.57 | 0.45 | |
| 0.65 | 2.08 | |
| 1.49 | 25.98 | |
| 1.19 | 4.07 | |
| -7.40% | -7.38% | |
| Costs | ||
| Expense Ratio | 1.87% | 0.59% |
| Exit Load | 0.50% on or before 30D, Nil after 30D | Nil upto 10% of units and 1% for remaining units on or before 12M, Nil after 12M |
| Min SIP | ₹100 | ₹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
Tata MF96%
360 ONE96%
3.5%Only 3.5% of holdings by weight are common between Tata MF and 360 ONE, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingTata MF360 ONE
ICICI Bank Ltd.2.51%2.03%
Bharti Airtel Ltd.2.87%1.48%
Category context: Hybrid vs Hybrid. Open the full Screener →