Compare Funds

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

ID
IDFC MFBandhan Innovation Fund - IDCW - Direct PlanDirect · IDCW
₹14.90 as on 17 Sep 2026
VS
TR
Trust MFTRUSTMF Small Cap Fund - IDCW - Direct PlanDirect · IDCW
₹13.76 as on 17 Sep 2026
Key Metrics Comparison
MetricIDBandhan Innovation Fund - IDCW - Direct PlanTRTRUSTMF Small Cap Fund - IDCW - Direct Plan
Snapshot
AMCIDFC MFTrust MF
CategoryEquity - Thematic Fund - OtherEquity - Small cap Fund
NAV₹14.90 (17 Sep 2026)₹13.76 (17 Sep 2026)
Rating★★★★★★
BenchmarkNIFTY 500 - TRINifty Smallcap 250 - TRI
Fund ManagerManish GunwaniMihir Vora
Inception30 Apr 202404 Nov 2024
Returns
1Y15.49%27.43%
3Y
5Y
Since Inception21.05%18.19%
Risk
18.4922.45
1.150.94
0.650.29
11.4311.41
1.200.54
-12.48%-15.49%
Costs
Expense Ratio0.84%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 MF95%
Trust MF95%
5.0%

Only 5.0% 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
Coforge Ltd.2.41%1.79%
One97 Communications Ltd.5.02%1.69%
Honasa Consumer Ltd.2.28%1.53%

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