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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 | Union Balanced Advantage Fund - Regular Plan - IDCW Payout | 360 ONE Multi Asset Allocation Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Union MF | 360 ONE |
| Category | Hybrid - Balanced Advantage | Hybrid - Multi Asset Allocation |
| NAV | ₹18.17 (16 Sep 2026) | ₹12.38 (16 Sep 2026) |
| Rating | ★ | ★★★ |
| Benchmark | NIFTY 50 Hybrid Composite Debt 50:50 Index | Gold-India |
| Fund Manager | Sanjay Bembalkar | Mayur Patel |
| Inception | 29 Dec 2017 | 20 Aug 2025 |
| Returns | ||
| 1Y | -1.31% | 18.54% |
| 3Y | 6.35% | — |
| 5Y | 6.14% | — |
| Since Inception | 8.38% | 22.00% |
| Risk | ||
| 7.85 | 10.48 | |
| 0.61 | 0.45 | |
| 0.32 | 2.08 | |
| 0.90 | 25.98 | |
| 0.56 | 4.07 | |
| -8.40% | -7.38% | |
| Costs | ||
| Expense Ratio | 2.56% | 0.59% |
| Exit Load | 1% on or before 15D, Nil after 15D | Nil upto 10% of units and 1% for remaining units on or before 12M, Nil after 12M |
| Min SIP | ₹500 | ₹1,000 |
| Min Lumpsum | ₹1,000 | ₹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
Union MF92%
360 ONE92%
8.1%Only 8.1% of holdings by weight are common between Union MF and 360 ONE, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingUnion MF360 ONE
TREPS4.51%3.19%
ICICI Bank Ltd.4.01%2.03%
Bharti Airtel Ltd.2.79%1.48%
Axis Bank Ltd.1.99%1.40%
Category context: Hybrid vs Hybrid. Open the full Screener →