Compare Funds

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

ID
IDFC MFBandhan Business Cycle Fund - IDCW - Direct PlanDirect · IDCW
₹9.84 as on 16 Sep 2026
VS
TR
Trust MFTRUSTMF Small Cap Fund - IDCW - Direct PlanDirect · IDCW
₹13.66 as on 16 Sep 2026
Key Metrics Comparison
MetricIDBandhan Business Cycle Fund - IDCW - Direct PlanTRTRUSTMF Small Cap Fund - IDCW - Direct Plan
Snapshot
AMCIDFC MFTrust MF
CategoryEquity - Thematic Fund - OtherEquity - Small cap Fund
NAV₹9.84 (16 Sep 2026)₹13.66 (16 Sep 2026)
Rating★★★★★★
BenchmarkNIFTY 500 - TRINifty Smallcap 250 - TRI
Fund ManagerVishal BiraiaMihir Vora
Inception30 Sep 202404 Nov 2024
Returns
1Y-4.20%27.43%
3Y
5Y
Since Inception-0.81%18.19%
Risk
15.7722.45
1.040.94
-0.330.29
0.4011.41
-0.540.54
-13.10%-15.49%
Costs
Expense Ratio0.97%1.56%
Exit Load0.50% on or before 30D, Nil after 30D1% on or before 180D, Nil after 180D
Min SIP₹100₹1,000
Min Lumpsum₹1,000₹1,000
Lock-inNoneNone

Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.

Portfolio Overlap
IDFC MF98%
Trust MF98%
1.7%

Only 1.7% of holdings by weight are common between IDFC MF and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.

Common holdingIDFC MFTrust MF
One97 Communications Ltd.3.74%1.69%

Category context: Equity vs Equity. Open the full Screener →