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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 | Bandhan Large & Mid Cap Fund - IDCW Reinvest - Direct Plan | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | IDFC MF | Trust MF |
| Category | Equity - Large & Mid Cap Fund | Equity - Small cap Fund |
| NAV | ₹36.26 (16 Sep 2026) | ₹13.66 (16 Sep 2026) |
| Rating | ★★★★★ | ★★★ |
| Benchmark | NIFTY LargeMidcap 250 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Manish Gunwani | Mihir Vora |
| Inception | 01 Jan 2013 | 04 Nov 2024 |
| Returns | ||
| 1Y | 2.28% | 27.43% |
| 3Y | 16.72% | — |
| 5Y | 16.18% | — |
| Since Inception | 15.31% | 18.19% |
| Risk | ||
| 14.37 | 22.45 | |
| 0.98 | 0.94 | |
| 1.17 | 0.29 | |
| 5.24 | 11.41 | |
| 2.24 | 0.54 | |
| -10.77% | -15.49% | |
| Costs | ||
| Expense Ratio | 1.23% | 1.56% |
| Exit Load | Nil upto 10% of investment and 1% for remaining investment on or before 365D, Nil after 365D | 1% on or before 180D, Nil after 180D |
| Min SIP | ₹100 | ₹1,000 |
| Min Lumpsum | ₹1,000 | ₹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
IDFC MF96%
Trust MF96%
3.6%Only 3.6% 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
Multi Commodity Exchange Of India Ltd.1.88%2.01%
One97 Communications Ltd.3.36%1.69%
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