Compare Funds

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

BA
Baroda MFBaroda Pioneer Equity Trigger Fund - Series I - Plan A - DividendIDCW
₹14.40 as on 28 Dec 2017
VS
TR
Trust MFTRUSTMF Small Cap Fund - IDCW - Direct PlanDirect · IDCW
₹13.76 as on 17 Sep 2026
Key Metrics Comparison
MetricBABaroda Pioneer Equity Trigger Fund - Series I - Plan A - DividendTRTRUSTMF Small Cap Fund - IDCW - Direct Plan
Snapshot
AMCBaroda MFTrust MF
CategoryEquity - Mid Cap FundEquity - Small cap Fund
NAV₹14.40 (28 Dec 2017)₹13.76 (17 Sep 2026)
Rating★★★★★★
BenchmarkBSE Mid-CapNifty Smallcap 250 - TRI
Fund ManagerDipak AcharyaMihir Vora
Inception29 Dec 201404 Nov 2024
Returns
1Y27.43%
3Y
5Y
Since Inception18.19%
Risk
22.45
0.94
0.29
11.41
0.54
-15.49%
Costs
Expense Ratio3.04%1.56%
Exit Load1% on or before 180D, Nil after 180D
Min SIP₹1,000
Min Lumpsum₹5,000₹1,000
Lock-inNoneNone

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

Portfolio Overlap
Baroda MF100%
Trust MF100%
0.0%

Only 0.0% 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.

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