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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
VS
Key Metrics Comparison
| Metric | Groww Value Fund - Regular Plan - Quarterly IDCW | TRUSTMF Small Cap Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | — | Trust MF |
| Category | Equity - Value Fund | Equity - Small cap Fund |
| NAV | ₹20.21 (16 Sep 2026) | ₹13.65 (16 Sep 2026) |
| Rating | ★★ | ★★★ |
| Benchmark | NIFTY 500 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Anupam Tiwari | Mihir Vora |
| Inception | 14 Mar 2018 | 04 Nov 2024 |
| Returns | ||
| 1Y | -2.53% | 27.33% |
| 3Y | 10.38% | — |
| 5Y | 9.21% | — |
| Since Inception | 8.61% | 18.15% |
| Risk | ||
| 13.50 | 22.45 | |
| 0.96 | 0.94 | |
| 0.69 | 0.29 | |
| 0.30 | 11.38 | |
| 1.30 | 0.53 | |
| -11.66% | -15.49% | |
| Costs | ||
| Expense Ratio | 2.87% | 1.56% |
| Exit Load | 1% on or before 1Y, Nil after 1Y | 1% on or before 180D, Nil after 180D |
| Min SIP | ₹500 | ₹1,000 |
| Min Lumpsum | ₹500 | ₹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
Groww Value F…96%
Trust MF96%
4.0%Only 4.0% of holdings by weight are common between Groww Value Fund - Regular Plan - Quarterly IDCW and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingGroww Value Fund - Regular Plan - Quarterly IDCWTrust MF
TREPS 01-SEP-20263.99%4.50%
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