Compare Funds

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

AX
Axis MFAxis Consumption Fund - Regular Plan - IDCWRegular · IDCW
₹8.96 as on 16 Sep 2026
VS
TR
Trust MFTRUSTMF Small Cap Fund - Growth - Direct PlanDirect · Growth
₹13.65 as on 16 Sep 2026
Key Metrics Comparison
MetricAXAxis Consumption Fund - Regular Plan - IDCWTRTRUSTMF Small Cap Fund - Growth - Direct Plan
Snapshot
AMCAxis MFTrust MF
CategoryEquity - Sectoral Fund - ConsumptionEquity - Small cap Fund
NAV₹8.96 (16 Sep 2026)₹13.65 (16 Sep 2026)
Rating★★★★★★
BenchmarkNifty India Consumption - TRINifty Smallcap 250 - TRI
Fund ManagerHitesh DasMihir Vora
Inception12 Sep 202404 Nov 2024
Returns
1Y-9.49%27.33%
3Y
5Y
Since Inception-5.31%18.15%
Risk
15.2622.45
0.930.94
-0.880.29
-3.4211.38
-1.300.53
-13.10%-15.49%
Costs
Expense Ratio2.14%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%

Category context: Equity vs Equity. Open the full Screener →