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Two Balanced hybrid funds side by side: returns, costs, size, risk and how much their portfolios overlap.
360 One Balanced Hybrid Fund vs WhiteOak Capital Balanced Hybrid Fund, as of 9 Nov 2026: 360 One Balanced Hybrid Fund NAV ₹13.88, 3Y CAGR 11.3%, expense ratio 0.62%; WhiteOak Capital Balanced Hybrid Fund NAV ₹14.14, 3Y CAGR 11.6%, expense ratio 0.71%; about 0% of their portfolios overlap.
As of · Source: AMFI NAVs and fund-house disclosures
| 360 One Balanced Hybrid Fund Direct Growth | WhiteOak Capital Balanced Hybrid Fund Direct Growth | |
|---|---|---|
| Category | Balanced hybrid | Balanced hybrid |
| Fund house | 360 ONE Mutual Fund | WhiteOak Capital Mutual Fund |
| Plan | Direct Plan · GROWTH Option | Direct Plan · Growth Option |
| NAV | ₹13.88 (9 Nov 2026) | ₹14.14 (9 Nov 2026) |
| 1Y return | 5.0% | 4.1% |
| 3Y CAGR | 11.3% | 11.6% |
| Since launch (CAGR) | 10.9% | 12.0% |
| Expense ratio | 0.62% | 0.71% |
| AUM | ₹666 cr | ₹303 cr |
| Risk-o-meter | High | Very High |
| Benchmark | NIFTY 50 Hybrid Composite Debt 50:50 Index | CRISIL Hybrid 50+50 - Moderate Index |
| Exit load | If the units are redeemed /switched out on or before 12 months from the date of allotment – 1. 00% If the units are redeemed / switched out after 12 months from the date of allotment – Nil | Nil |
| Minimum SIP | ₹1,000 | — |
| Holdings | 79 | — |
| Top 10 holdings weight | 34.2% | — |
| Portfolio overlap | About 0% by weight, from the latest disclosed holdings | |
Returns are point-to-point for each plan, after its expense ratio; periods over one year are CAGR. Past performance is not indicative of future results.
Open in the compare tool: growth charts, SIP outcomes and shared holdings →WhiteOak Capital Balanced Hybrid Fund has the higher 3-year CAGR (as of 9 Nov 2026): 360 One Balanced Hybrid Fund 11.3% a year vs WhiteOak Capital Balanced Hybrid Fund 11.6% a year. Past performance is not indicative of future results.
360 One Balanced Hybrid Fund costs less: 360 One Balanced Hybrid Fund charges 0.62% a year and WhiteOak Capital Balanced Hybrid Fund 0.71% a year.
360 One Balanced Hybrid Fund is larger: 360 One Balanced Hybrid Fund manages ₹666 cr and WhiteOak Capital Balanced Hybrid Fund ₹303 cr (as of 9 Nov 2026).
About 0% of their portfolios overlap by weight (the smaller weight of each common holding, summed), from the latest disclosed holdings.
360 One Balanced Hybrid Fund is rated "High" and WhiteOak Capital Balanced Hybrid Fund "Very High" on SEBI's risk-o-meter.
We don't give recommendations. Jivani Markets is not a SEBI-registered investment adviser or research analyst. Whether a fund suits you depends on your goals, horizon and risk appetite; speak to a SEBI-registered investment adviser or an AMFI-registered mutual fund distributor before investing.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results.
Returns are for Direct plans, after expenses (TER is already in the NAV). Research, not advice: we do not say a fund suits you. Disclaimer