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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 Small Cap Fund - IDCW | TRUSTMF Small Cap Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Franklin Templeton MF | Trust MF |
| Category | Equity - Small cap Fund | Equity - Small cap Fund |
| NAV | ₹44.16 (17 Sep 2026) | ₹13.76 (17 Sep 2026) |
| Rating | ★★ | ★★★ |
| Benchmark | Nifty Smallcap 250 | Nifty Smallcap 250 - TRI |
| Fund Manager | R. Janakiraman | Mihir Vora |
| Inception | 13 Jan 2006 | 04 Nov 2024 |
| Returns | ||
| 1Y | 2.24% | 27.33% |
| 3Y | 11.35% | — |
| 5Y | 14.42% | — |
| Since Inception | 14.76% | 18.15% |
| Risk | ||
| 18.61 | 22.45 | |
| 0.88 | 0.94 | |
| 0.68 | 0.29 | |
| -0.59 | 11.38 | |
| 1.29 | 0.53 | |
| -13.09% | -15.49% | |
| Costs | ||
| Expense Ratio | 1.85% | 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…98%
Trust MF98%
1.5%Only 1.5% 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.
Common holdingFranklin Templeton MFTrust MF
RBL Bank Ltd.1.54%1.55%
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