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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 Midcap Fund - Regular Plan - Growth | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Axis MF | Trust MF |
| Category | Equity - Mid Cap Fund | Equity - Small cap Fund |
| NAV | ₹120.11 (17 Sep 2026) | ₹13.76 (17 Sep 2026) |
| Rating | ★★ | ★★★ |
| Benchmark | BSE 150 MidCap - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Shreyash Devalkar | Mihir Vora |
| Inception | 18 Feb 2011 | 04 Nov 2024 |
| Returns | ||
| 1Y | 3.12% | 27.43% |
| 3Y | 14.33% | — |
| 5Y | 11.17% | — |
| Since Inception | 17.24% | 18.19% |
| Risk | ||
| 15.28 | 22.45 | |
| 1.03 | 0.94 | |
| 0.86 | 0.29 | |
| 7.58 | 11.41 | |
| 1.64 | 0.54 | |
| -11.38% | -15.49% | |
| Costs | ||
| Expense Ratio | 1.75% | 1.56% |
| Exit Load | Nil for 10% of investments and 1% for remaining investments on or before 3M, Nil after 3M | 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
Lenskart Solutions Ltd.2.03%2.00%
Sona BLW Precision Forgings Ltd.2.71%1.78%
Radico Khaitan Ltd.1.71%1.57%
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