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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 Multi Asset Allocation Fund - IDCW Payout - Direct Plan | 360 ONE Multi Asset Allocation Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Union MF | 360 ONE |
| Category | Hybrid - Multi Asset Allocation | Hybrid - Multi Asset Allocation |
| NAV | ₹11.37 (16 Sep 2026) | ₹12.38 (16 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | Gold-India | Gold-India |
| Fund Manager | Sanjay Bembalkar | Mayur Patel |
| Inception | 10 Sep 2024 | 20 Aug 2025 |
| Returns | ||
| 1Y | 9.37% | 18.54% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | 10.59% | 22.00% |
| Risk | ||
| 10.62 | 10.48 | |
| 0.70 | 0.45 | |
| 0.64 | 2.08 | |
| 12.02 | 25.98 | |
| 1.13 | 4.07 | |
| -10.90% | -7.38% | |
| Costs | ||
| Expense Ratio | 1.30% | 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 MF87%
360 ONE87%
13.3%Only 13.3% 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
ICICI Prudential Silver ETF5.22%10.85%
TREPS3.47%3.19%
ICICI Bank Ltd.4.58%2.03%
Bharti Airtel Ltd.2.17%1.48%
Axis Bank Ltd.2.53%1.40%
Category context: Hybrid vs Hybrid. Open the full Screener →