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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 Small Cap Fund - Regular Plan - IDCW | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Axis MF | Trust MF |
| Category | Equity - Small cap Fund | Equity - Small cap Fund |
| NAV | ₹46.05 (17 Sep 2026) | ₹13.76 (17 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | Nifty Smallcap 250 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Tejas Sheth | Mihir Vora |
| Inception | 29 Nov 2013 | 04 Nov 2024 |
| Returns | ||
| 1Y | 6.51% | 27.43% |
| 3Y | 13.46% | — |
| 5Y | 14.13% | — |
| Since Inception | 20.80% | 18.19% |
| Risk | ||
| 15.96 | 22.45 | |
| 0.76 | 0.94 | |
| 0.72 | 0.29 | |
| -0.38 | 11.41 | |
| 1.35 | 0.54 | |
| -10.96% | -15.49% | |
| Costs | ||
| Expense Ratio | 1.71% | 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 MF92%
Trust MF92%
8.3%Only 8.3% 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
Sansera Engineering Ltd.1.66%2.22%
Navin Fluorine International Ltd.1.44%1.84%
Craftsman Automation Ltd.1.40%1.65%
Karur Vysya Bank Ltd.1.34%2.38%
Welspun Corp Ltd.1.30%2.38%
Multi Commodity Exchange Of India Ltd.1.17%2.01%
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