⚖
Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
VS
Key Metrics Comparison
| Metric | Axis Quant Fund - Growth - Direct Plan | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Axis MF | Trust MF |
| Category | Equity - Thematic Fund - Other | Equity - Small cap Fund |
| NAV | ₹16.73 (16 Sep 2026) | ₹13.66 (16 Sep 2026) |
| Rating | ★★ | ★★★ |
| Benchmark | BSE 200 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Nandik Mallik | Mihir Vora |
| Inception | 01 Jul 2021 | 04 Nov 2024 |
| Returns | ||
| 1Y | 0.36% | 27.43% |
| 3Y | 8.10% | — |
| 5Y | 8.57% | — |
| Since Inception | 10.37% | 18.19% |
| Risk | ||
| 14.34 | 22.45 | |
| 1.08 | 0.94 | |
| 0.51 | 0.29 | |
| 1.48 | 11.41 | |
| 0.86 | 0.54 | |
| -13.36% | -15.49% | |
| Costs | ||
| Expense Ratio | 3.00% | 1.56% |
| Exit Load | Nil for 10% of investment 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 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.
Category context: Equity vs Equity. Open the full Screener →