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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
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Key Metrics Comparison
| Metric | Axis Large & Mid Cap Fund - Regular Plan - IDCW | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Axis MF | Trust MF |
| Category | Equity - Large & Mid Cap Fund | Equity - Small cap Fund |
| NAV | ₹19.87 (16 Sep 2026) | ₹13.66 (16 Sep 2026) |
| Rating | ★★★★ | ★★★ |
| Benchmark | NIFTY LargeMidcap 250 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Shreyash Devalkar | Mihir Vora |
| Inception | 22 Oct 2018 | 04 Nov 2024 |
| Returns | ||
| 1Y | 2.45% | 27.43% |
| 3Y | 13.12% | — |
| 5Y | 10.23% | — |
| Since Inception | 16.77% | 18.19% |
| Risk | ||
| 13.33 | 22.45 | |
| 0.88 | 0.94 | |
| 0.87 | 0.29 | |
| 1.28 | 11.41 | |
| 1.62 | 0.54 | |
| -10.98% | -15.49% | |
| Costs | ||
| Expense Ratio | 1.91% | 1.56% |
| Exit Load | Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M | 1% on or before 180D, Nil after 180D |
| Min SIP | ₹100 | ₹1,000 |
| Min Lumpsum | ₹100 | ₹1,000 |
| Lock-in | None | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Axis MF95%
Trust MF95%
5.3%Only 5.3% 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
Multi Commodity Exchange Of India Ltd.1.97%2.01%
Sona BLW Precision Forgings Ltd.2.50%1.78%
Coforge Ltd.1.56%1.79%
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