⚖
Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
VS
Key Metrics Comparison
| Metric | Edelweiss ELSS Tax saver Fund - Growth - Direct Plan | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Edelweiss MF | Trust MF |
| Category | Equity - ELSS - Tax Saver Fund | Equity - Small cap Fund |
| NAV | ₹136.14 (17 Sep 2026) | ₹13.76 (17 Sep 2026) |
| Rating | ★★★★ | ★★★ |
| Benchmark | NIFTY 500 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Ashwani Agarwalla | Mihir Vora |
| Inception | 21 Jan 2013 | 04 Nov 2024 |
| Returns | ||
| 1Y | 3.22% | 27.43% |
| 3Y | 12.41% | — |
| 5Y | 11.42% | — |
| Since Inception | 14.32% | 18.19% |
| Risk | ||
| 13.99 | 22.45 | |
| 1.01 | 0.94 | |
| 0.82 | 0.29 | |
| 2.09 | 11.41 | |
| 1.52 | 0.54 | |
| -11.31% | -15.49% | |
| Costs | ||
| Expense Ratio | 0.92% | 1.56% |
| Exit Load | Nil | 1% on or before 180D, Nil after 180D |
| Min SIP | ₹500 | ₹1,000 |
| Min Lumpsum | ₹500 | ₹1,000 |
| Lock-in | 3 years | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Edelweiss MF94%
Trust MF94%
5.8%Only 5.8% of holdings by weight are common between Edelweiss MF and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingEdelweiss MFTrust MF
Ather Energy Ltd.2.40%2.27%
Multi Commodity Exchange Of India Ltd.2.30%2.01%
Karur Vysya Bank Ltd.1.47%2.38%
Category context: Equity vs Equity. Open the full Screener →