⚖
Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
VS
Key Metrics Comparison
| Metric | Franklin India Dividend Yield Fund - Growth | TRUSTMF Small Cap Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Franklin Templeton MF | Trust MF |
| Category | Equity - Dividend Yield Fund | Equity - Small cap Fund |
| NAV | ₹132.95 (16 Sep 2026) | ₹13.65 (16 Sep 2026) |
| Rating | ★★ | ★★★ |
| Benchmark | NIFTY 500 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Rajasa Kakulavarapu | Mihir Vora |
| Inception | 18 May 2006 | 04 Nov 2024 |
| Returns | ||
| 1Y | -4.07% | 27.33% |
| 3Y | 9.58% | — |
| 5Y | 11.16% | — |
| Since Inception | 13.56% | 18.15% |
| Risk | ||
| 12.62 | 22.45 | |
| 0.82 | 0.94 | |
| 0.70 | 0.29 | |
| 1.18 | 11.38 | |
| 1.38 | 0.53 | |
| -10.49% | -15.49% | |
| Costs | ||
| Expense Ratio | 2.14% | 1.56% |
| Exit Load | 1% on or before 1Y | 1% on or before 180D, Nil after 180D |
| Min SIP | ₹500 | ₹1,000 |
| Min Lumpsum | ₹5,000 | ₹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
Franklin Temp…100%
Trust MF100%
0.0%Only 0.0% of holdings by weight are common between Franklin Templeton MF and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Category context: Equity vs Equity. Open the full Screener →