Compare Funds

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

UT
UTI MFUTI Senior Citizens Unit PlanHybrid - Conservative Hybrid Fund
₹19.24 as on 03 Apr 2006
VS
3O
360 ONE360 ONE Multi Asset Allocation Fund - Growth - Direct PlanDirect · Growth
₹12.38 as on 16 Sep 2026
Key Metrics Comparison
MetricUTUTI Senior Citizens Unit Plan3O360 ONE Multi Asset Allocation Fund - Growth - Direct Plan
Snapshot
AMCUTI MF360 ONE
CategoryHybrid - Conservative Hybrid FundHybrid - Multi Asset Allocation
NAV₹19.24 (03 Apr 2006)₹12.38 (16 Sep 2026)
Rating★★★★★★
BenchmarkBSE SENSEXGold-India
Fund ManagerSwati KulkarniMayur Patel
Inception20 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 Ratio0.59%
Exit Load0%Nil upto 10% of units and 1% for remaining units on or before 12M, Nil after 12M
Min SIP₹1,000
Min Lumpsum₹500₹1,000
Lock-inNoneNone

Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.

Portfolio Overlap
UTI MF99%
360 ONE99%
1.4%

Only 1.4% of holdings by weight are common between UTI MF and 360 ONE, based on each fund's top 20 disclosed holdings, not the full portfolio.

Common holdingUTI MF360 ONE
AXIS BANK LTD.7.58%1.40%

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