Compare Funds

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

DS
DSP MFDSP Business Cycle Fund - IDCW - Direct PlanDirect · IDCW
₹10.23 as on 16 Sep 2026
VS
TR
Trust MFTRUSTMF Small Cap Fund - IDCW - Direct PlanDirect · IDCW
₹13.66 as on 16 Sep 2026
Key Metrics Comparison
MetricDSDSP Business Cycle Fund - IDCW - Direct PlanTRTRUSTMF Small Cap Fund - IDCW - Direct Plan
Snapshot
AMCDSP MFTrust MF
CategoryEquity - Thematic Fund - OtherEquity - Small cap Fund
NAV₹10.23 (16 Sep 2026)₹13.66 (16 Sep 2026)
Rating★★★★★★
BenchmarkNIFTY 500 - TRINifty Smallcap 250 - TRI
Fund ManagerAnish TawakleyMihir Vora
Inception17 Dec 202404 Nov 2024
Returns
1Y-0.32%27.43%
3Y
5Y
Since Inception1.31%18.19%
Risk
14.6422.45
0.960.94
-0.060.29
1.1911.41
-0.090.54
-10.89%-15.49%
Costs
Expense Ratio1.27%1.56%
Exit Load0.50% on or before 1M, Nil after 1M1% on or before 180D, Nil after 180D
Min SIP₹100₹1,000
Min Lumpsum₹100₹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 MF100%
Trust MF100%
0.0%

Only 0.0% 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.

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