Compare Funds

See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.

HD
HDFC MFHDFC Focused Large-Cap Fund - GrowthGrowth
₹20.91 as on 20 Jun 2014
VS
TR
Trust MFTRUSTMF Small Cap Fund - IDCW - Direct PlanDirect · IDCW
₹13.66 as on 16 Sep 2026
Key Metrics Comparison
MetricHDHDFC Focused Large-Cap Fund - GrowthTRTRUSTMF Small Cap Fund - IDCW - Direct Plan
Snapshot
AMCHDFC MFTrust MF
CategoryEquity - Large Cap FundEquity - Small cap Fund
NAV₹20.91 (20 Jun 2014)₹13.66 (16 Sep 2026)
Rating★★★★★★
BenchmarkNIFTY 50Nifty Smallcap 250 - TRI
Fund ManagerSrinivas Rao RavuriMihir Vora
Inception10 Feb 200604 Nov 2024
Returns
1Y27.43%
3Y
5Y
Since Inception18.19%
Risk
22.45
0.94
0.29
11.41
0.54
-15.49%
Costs
Expense Ratio2.25%1.56%
Exit Load1% on or before 1Y, Nil after 1Y1% on or before 180D, Nil after 180D
Min SIP₹500₹1,000
Min Lumpsum₹5,000₹1,000
Lock-inNoneNone

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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