Compare Funds

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

AX
Axis MFAxis Capital Builder Fund - Series 1 - Growth - Direct PlanDirect · Growth
₹14.78 as on 25 May 2022
VS
TR
Trust MFTRUSTMF Small Cap Fund - IDCW - Direct PlanDirect · IDCW
₹13.66 as on 16 Sep 2026
Key Metrics Comparison
MetricAXAxis Capital Builder Fund - Series 1 - Growth - Direct PlanTRTRUSTMF Small Cap Fund - IDCW - Direct Plan
Snapshot
AMCAxis MFTrust MF
CategoryEquity - Multi Cap FundEquity - Small cap Fund
NAV₹14.78 (25 May 2022)₹13.66 (16 Sep 2026)
Rating★★★★★★
BenchmarkNIFTY 500Nifty Smallcap 250 - TRI
Fund ManagerAnupam TiwariMihir Vora
Inception08 Mar 201804 Nov 2024
Returns
1Y27.43%
3Y
5Y
Since Inception18.19%
Risk
22.45
0.94
0.29
11.41
0.54
-15.49%
Costs
Expense Ratio0.59%1.56%
Exit Load1% on or before 180D, Nil after 180D
Min SIP₹1,000
Min Lumpsum₹5,000₹1,000
Lock-inNoneNone

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

Portfolio Overlap
Axis MF98%
Trust MF98%
1.7%

Only 1.7% of holdings by weight are common between Axis MF and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.

Common holdingAxis MFTrust MF
Navin Fluorine International Ltd.1.66%1.84%

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