Compare Funds

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

AX
Axis MFAxis Consumption Fund - Growth - Direct PlanDirect · Growth
₹9.21 as on 16 Sep 2026
VS
TR
Trust MFTRUSTMF Small Cap Fund - IDCW - Direct PlanDirect · IDCW
₹13.66 as on 16 Sep 2026
Key Metrics Comparison
MetricAXAxis Consumption Fund - Growth - Direct PlanTRTRUSTMF Small Cap Fund - IDCW - Direct Plan
Snapshot
AMCAxis MFTrust MF
CategoryEquity - Sectoral Fund - ConsumptionEquity - Small cap Fund
NAV₹9.21 (16 Sep 2026)₹13.66 (16 Sep 2026)
Rating★★★★★★
BenchmarkNifty India Consumption - TRINifty Smallcap 250 - TRI
Fund ManagerHitesh DasMihir Vora
Inception12 Sep 202404 Nov 2024
Returns
1Y-8.36%27.43%
3Y
5Y
Since Inception-4.01%18.19%
Risk
15.3022.45
0.930.94
-0.790.29
-2.0211.41
-1.180.54
-12.95%-15.49%
Costs
Expense Ratio0.86%1.56%
Exit LoadNIL for 10% of investment and 1% for remaining investment on or before 90D, Nil after 90D1% on or before 180D, Nil after 180D
Min SIP₹500₹1,000
Min Lumpsum₹100₹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
Ather Energy Ltd.1.70%2.27%

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