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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 | Baroda Mid-cap Fund - IDCW - Direct Plan | TRUSTMF Small Cap Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Baroda MF | Trust MF |
| Category | Equity - Mid Cap Fund | Equity - Small cap Fund |
| NAV | ₹17.84 (13 Mar 2022) | ₹13.76 (17 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | BSE 150 MidCap - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Sanjay Chawla | Mihir Vora |
| Inception | 01 Jan 2013 | 04 Nov 2024 |
| Returns | ||
| 1Y | — | 27.33% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | — | 18.15% |
| Risk | ||
| — | 22.45 | |
| — | 0.94 | |
| — | 0.29 | |
| — | 11.38 | |
| — | 0.53 | |
| — | -15.49% | |
| Costs | ||
| Expense Ratio | 1.55% | 1.56% |
| Exit Load | 1% on or before 365D, Nil after 365D | 1% on or before 180D, Nil after 180D |
| Min SIP | ₹500 | ₹1,000 |
| Min Lumpsum | ₹5,000 | ₹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
Baroda MF95%
Trust MF95%
5.2%Only 5.2% of holdings by weight are common between Baroda MF and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingBaroda MFTrust MF
Navin Fluorine International Ltd.2.54%1.84%
Coforge Ltd.2.96%1.79%
Radico Khaitan Ltd.3.69%1.57%
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