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 4 - Regular Plan - GrowthRegular · Growth
₹16.40 as on 20 Apr 2023
VS
TR
Trust MFTRUSTMF Small Cap Fund - Growth - Direct PlanDirect · Growth
₹13.65 as on 16 Sep 2026
Key Metrics Comparison
MetricAXAxis Capital Builder Fund - Series 4 - Regular Plan - GrowthTRTRUSTMF Small Cap Fund - Growth - Direct Plan
Snapshot
AMCAxis MFTrust MF
CategoryEquity - Multi Cap FundEquity - Small cap Fund
NAV₹16.40 (20 Apr 2023)₹13.65 (16 Sep 2026)
Rating★★★★★★
BenchmarkNIFTY 500Nifty Smallcap 250 - TRI
Fund ManagerHitesh DasMihir Vora
Inception21 Dec 201804 Nov 2024
Returns
1Y27.33%
3Y
5Y
Since Inception18.15%
Risk
22.45
0.94
0.29
11.38
0.53
-15.49%
Costs
Expense Ratio1.32%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 MF100%
Trust MF100%
0.0%

Only 0.0% 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.

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