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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
HDFC MFHDFC Equity Opportunities Fund - Series 2 - 1100 Days - June 2017 (1) - Growth - Direct Plan
₹13.90 as on 20 Jan 2022
Key Metrics Comparison
| Metric | HDFC Equity Opportunities Fund - Series 2 - 1100 Days - June 2017 (1) - Growth - Direct Plan | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | HDFC MF | Trust MF |
| Category | Equity - Large Cap Fund | Equity - Small cap Fund |
| NAV | ₹13.90 (20 Jan 2022) | ₹13.76 (17 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | NIFTY 50 | Nifty Smallcap 250 - TRI |
| Fund Manager | Srinivasan Ramamurthy | Mihir Vora |
| Inception | 17 Jul 2017 | 04 Nov 2024 |
| Returns | ||
| 1Y | — | 27.43% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | — | 18.19% |
| Risk | ||
| — | 22.45 | |
| — | 0.94 | |
| — | 0.29 | |
| — | 11.41 | |
| — | 0.54 | |
| — | -15.49% | |
| Costs | ||
| Expense Ratio | 0.60% | 1.56% |
| Exit Load | — | 1% on or before 180D, Nil after 180D |
| Min SIP | — | ₹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
HDFC MF98%
Trust MF98%
1.7%Only 1.7% of holdings by weight are common between HDFC MF and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingHDFC MFTrust MF
Dixon Technologies (India) Ltd.2.26%1.73%
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