Compare Funds

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

TA
Tata MFTata Equity Savings Fund - Regular Plan - Periodic IDCWRegular · IDCW
₹27.00 as on 20 Feb 2026
VS
3O
360 ONE360 ONE Multi Asset Allocation Fund - Growth - Direct PlanDirect · Growth
₹12.38 as on 17 Sep 2026
Key Metrics Comparison
MetricTATata Equity Savings Fund - Regular Plan - Periodic IDCW3O360 ONE Multi Asset Allocation Fund - Growth - Direct Plan
Snapshot
AMCTata MF360 ONE
CategoryHybrid - Equity SavingsHybrid - Multi Asset Allocation
NAV₹27.00 (20 Feb 2026)₹12.38 (17 Sep 2026)
Rating★★★★★★
BenchmarkNIFTY 50 Equity Savings IndexGold-India
Fund ManagerSailesh JainMayur Patel
Inception18 Dec 200320 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 Ratio1.14%0.59%
Exit Load0.25% on or before 7D, Nil after 7DNil 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
Tata MF95%
360 ONE95%
4.9%

Only 4.9% 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.5.79%2.03%
Bharti Airtel Ltd.5.79%1.48%
Axis Bank Ltd.5.51%1.40%

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