Compare Funds

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

AX
Axis MFAxis Focused Fund - Growth - Direct PlanDirect · Growth
₹64.18 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 Focused Fund - Growth - Direct PlanTRTRUSTMF Small Cap Fund - IDCW - Direct Plan
Snapshot
AMCAxis MFTrust MF
CategoryEquity - Focused FundEquity - Small cap Fund
NAV₹64.18 (16 Sep 2026)₹13.66 (16 Sep 2026)
Rating★★★★★
BenchmarkNIFTY 500 - TRINifty Smallcap 250 - TRI
Fund ManagerSachin RelekarMihir Vora
Inception01 Jan 201304 Nov 2024
Returns
1Y-0.99%27.43%
3Y9.46%
5Y3.94%
Since Inception13.24%18.19%
Risk
13.6822.45
0.930.94
0.390.29
-3.1611.41
0.730.54
-11.00%-15.49%
Costs
Expense Ratio1.06%1.56%
Exit LoadNil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M1% on or before 180D, Nil after 180D
Min SIP₹100₹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 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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