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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 | DSP Small Cap Fund - IDCW Reinvest - Direct Plan | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | DSP MF | Trust MF |
| Category | Equity - Small cap Fund | Equity - Small cap Fund |
| NAV | ₹69.54 (17 Sep 2026) | ₹13.76 (17 Sep 2026) |
| Rating | ★★★★ | ★★★ |
| Benchmark | BSE 250 Small Cap - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Vinit Sambre | Mihir Vora |
| Inception | 01 Jan 2013 | 04 Nov 2024 |
| Returns | ||
| 1Y | 15.06% | 27.29% |
| 3Y | 16.99% | — |
| 5Y | 17.95% | — |
| Since Inception | 21.22% | 18.63% |
| Risk | ||
| 19.30 | 22.45 | |
| 1.14 | 0.94 | |
| 0.82 | 0.29 | |
| 9.42 | 11.41 | |
| 1.57 | 0.54 | |
| -13.87% | -15.49% | |
| Costs | ||
| Expense Ratio | 0.80% | 1.56% |
| Exit Load | 1% before 12M, Nil on or after 12M | 1% on or before 180D, Nil after 180D |
| Min SIP | ₹100 | ₹1,000 |
| Min Lumpsum | ₹100 | ₹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
DSP MF95%
Trust MF95%
4.6%Only 4.6% 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
Welspun Corp Ltd.2.57%2.38%
Sansera Engineering Ltd.3.28%2.22%
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