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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
The Wealth Co. MFThe Wealth Company Balanced Advantage Fund - Regular Plan - Growth
₹9.77 as on 16 Sep 2026
Key Metrics Comparison
| Metric | The Wealth Company Balanced Advantage Fund - Regular Plan - Growth | 360 ONE Multi Asset Allocation Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | The Wealth Co. MF | 360 ONE |
| Category | Hybrid - Balanced Advantage | Hybrid - Multi Asset Allocation |
| NAV | ₹9.77 (16 Sep 2026) | ₹12.38 (16 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | CRISIL Hybrid 50+50 - Moderate Index | Gold-India |
| Fund Manager | Aparna Shanker | Mayur Patel |
| Inception | 16 Feb 2026 | 20 Aug 2025 |
| Returns | ||
| 1Y | — | 18.54% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | -2.32% | 22.00% |
| Risk | ||
| 14.67 | 10.48 | |
| 0.61 | 0.45 | |
| 0.02 | 2.08 | |
| 15.88 | 25.98 | |
| 0.05 | 4.07 | |
| -5.83% | -7.38% | |
| Costs | ||
| Expense Ratio | 3.36% | 0.59% |
| Exit Load | 1% on or before 180D, Nil after 180D | Nil upto 10% of units and 1% for remaining units on or before 12M, Nil after 12M |
| Min SIP | ₹250 | ₹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
The Wealth Co…98%
360 ONE98%
2.0%Only 2.0% of holdings by weight are common between The Wealth Co. MF and 360 ONE, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingThe Wealth Co. MF360 ONE
ICICI Bank Ltd.3.68%2.03%
Category context: Hybrid vs Hybrid. Open the full Screener →