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See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
Aditya Birla SL MFAditya Birla Sun Life Emerging Leaders Fund - Series 1 - Regular Plan - Dividend
₹10.00 as on 08 May 2017
Key Metrics Comparison
| Metric | Aditya Birla Sun Life Emerging Leaders Fund - Series 1 - Regular Plan - Dividend | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Aditya Birla SL MF | Trust MF |
| Category | Equity - Mid Cap Fund | Equity - Small cap Fund |
| NAV | ₹10.00 (08 May 2017) | ₹13.66 (16 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | BSE Mid-Cap | Nifty Smallcap 250 - TRI |
| Fund Manager | Jayesh Gandhi | Mihir Vora |
| Inception | 09 May 2014 | 04 Nov 2024 |
| Returns | ||
| 1Y | — | 27.43% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | — | 18.19% |
| Risk | ||
| — | 22.45 | |
| — | 0.94 | |
| — | 0.29 | |
| — | 11.41 | |
| — | 0.54 | |
| — | -15.49% | |
| Costs | ||
| Expense Ratio | 2.25% | 1.56% |
| Exit Load | — | 1% on or before 180D, Nil after 180D |
| Min SIP | — | ₹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
Aditya Birla …98%
Trust MF98%
2.0%Only 2.0% of holdings by weight are common between Aditya Birla SL MF and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingAditya Birla SL MFTrust MF
Multi Commodity Exchange Of India Ltd.2.20%2.01%
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