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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 Smart Investment Plan - 1 - Scheme A - Dividend | 360 ONE Multi Asset Allocation Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Tata MF | 360 ONE |
| Category | Hybrid - Multi Asset Allocation | Hybrid - Multi Asset Allocation |
| NAV | ₹10.26 (11 Jun 2012) | ₹12.38 (16 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | BSE SENSEX | Gold-India |
| Fund Manager | Atul Bhole | Mayur Patel |
| Inception | 12 Jun 2009 | 20 Aug 2025 |
| Returns | ||
| 1Y | — | 18.54% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | — | 22.00% |
| Risk | ||
| — | 10.48 | |
| — | 0.45 | |
| — | 2.08 | |
| — | 25.98 | |
| — | 4.07 | |
| — | -7.38% | |
| Costs | ||
| Expense Ratio | 2.50% | 0.59% |
| Exit Load | Nil | Nil upto 10% of units and 1% for remaining units on or before 12M, Nil after 12M |
| Min SIP | — | ₹1,000 |
| Min Lumpsum | ₹10,000 | ₹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 MF97%
360 ONE97%
3.4%Only 3.4% 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.6.55%2.03%
Axis Bank Ltd.3.06%1.40%
Category context: Hybrid vs Hybrid. Open the full Screener →