Compare Funds

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

AX
Axis MFAxis Services Opportunities Fund - Regular Plan - IDCWRegular · IDCW
₹9.63 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 Services Opportunities Fund - Regular Plan - IDCWTRTRUSTMF Small Cap Fund - Growth - Direct Plan
Snapshot
AMCAxis MFTrust MF
CategoryEquity - Sectoral Fund - Service IndustryEquity - Small cap Fund
NAV₹9.63 (16 Sep 2026)₹13.65 (16 Sep 2026)
Rating★★★★★★
BenchmarkNifty Services Sector - TRINifty Smallcap 250 - TRI
Fund ManagerSachin RelekarMihir Vora
Inception24 Jul 202504 Nov 2024
Returns
1Y-4.75%27.33%
3Y
5Y
Since Inception-3.23%18.15%
Risk
15.2922.45
0.980.94
-1.080.29
-3.7811.38
-1.590.53
-12.45%-15.49%
Costs
Expense Ratio2.11%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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