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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 | Franklin India Opportunities Fund - IDCW - Direct Plan | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Franklin Templeton MF | Trust MF |
| Category | Equity - Thematic Fund - Other | Equity - Small cap Fund |
| NAV | ₹42.43 (16 Sep 2026) | ₹13.66 (16 Sep 2026) |
| Rating | ★★★★★ | ★★★ |
| Benchmark | NIFTY 500 | Nifty Smallcap 250 - TRI |
| Fund Manager | R. Janakiraman | Mihir Vora |
| Inception | 01 Jan 2013 | 04 Nov 2024 |
| Returns | ||
| 1Y | 1.49% | 27.43% |
| 3Y | 20.10% | — |
| 5Y | 17.75% | — |
| Since Inception | 16.88% | 18.19% |
| Risk | ||
| 16.36 | 22.45 | |
| 1.12 | 0.94 | |
| 1.20 | 0.29 | |
| 10.17 | 11.41 | |
| 2.33 | 0.54 | |
| -12.25% | -15.49% | |
| Costs | ||
| Expense Ratio | 0.92% | 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
Portfolio holdings aren't disclosed for one or both funds, so overlap can't be computed.
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