Compare Funds

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

DS
DSP MFDSP Technology.com Fund - Dividend Reinvest - Direct PlanDirect · IDCW
₹29.69 as on 28 Jul 2017
VS
TR
Trust MFTRUSTMF Small Cap Fund - IDCW - Direct PlanDirect · IDCW
₹13.66 as on 16 Sep 2026
Key Metrics Comparison
MetricDSDSP Technology.com Fund - Dividend Reinvest - Direct PlanTRTRUSTMF Small Cap Fund - IDCW - Direct Plan
Snapshot
AMCDSP MFTrust MF
CategoryEquity - Sectoral Fund - TechnologyEquity - Small cap Fund
NAV₹29.69 (28 Jul 2017)₹13.66 (16 Sep 2026)
Rating★★★★★★
BenchmarkBSE TECk IndexNifty Smallcap 250 - TRI
Fund ManagerM SuryanarayananMihir Vora
Inception31 Dec 201204 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 Ratio2.43%1.56%
Exit Load1% before 12M, Nil on or after 12M1% on or before 180D, Nil after 180D
Min SIP₹1,000
Min Lumpsum₹1,000₹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.4.42%1.79%

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