Compare Funds

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

DS
DSP MFDSP Black Rock Opportunities Fund - Institutional Plan - GrowthGrowth
₹10.67 as on 20 Aug 2010
VS
TR
Trust MFTRUSTMF Small Cap Fund - Growth - Direct PlanDirect · Growth
₹13.65 as on 16 Sep 2026
Key Metrics Comparison
MetricDSDSP Black Rock Opportunities Fund - Institutional Plan - GrowthTRTRUSTMF Small Cap Fund - Growth - Direct Plan
Snapshot
AMCDSP MFTrust MF
CategoryEquity - Large & Mid Cap FundEquity - Small cap Fund
NAV₹10.67 (20 Aug 2010)₹13.65 (16 Sep 2026)
Rating★★★★★★
BenchmarkNIFTY 50Nifty Smallcap 250 - TRI
Fund ManagerAnup MaheshwariMihir Vora
Inception18 Dec 200704 Nov 2024
Returns
1Y27.33%
3Y
5Y
Since Inception18.15%
Risk
22.45
0.94
0.29
11.38
0.53
-15.49%
Costs
Expense Ratio1.33%1.56%
Exit Load1% before 12M, Nil on or after 12M1% on or before 180D, Nil after 180D
Min SIP₹100₹1,000
Min Lumpsum₹1,00,00,000₹1,000
Lock-inNoneNone

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

Portfolio Overlap
DSP MF98%
Trust MF98%
1.8%

Only 1.8% of holdings by weight are common between DSP MF and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.

Common holdingDSP MFTrust MF
Coforge Ltd.1.98%1.79%

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