⚖
Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
VS
Key Metrics Comparison
| Metric | HDFC Large & Mid Cap Fund - Regular Plan - IDCW Reinvest | TRUSTMF Small Cap Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | HDFC MF | Trust MF |
| Category | Equity - Large & Mid Cap Fund | Equity - Small cap Fund |
| NAV | ₹34.63 (15 Sep 2026) | ₹13.65 (16 Sep 2026) |
| Rating | ★★ | ★★★ |
| Benchmark | NIFTY LargeMidcap 250 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Gopal Agrawal | Mihir Vora |
| Inception | 19 Jan 2009 | 04 Nov 2024 |
| Returns | ||
| 1Y | -1.55% | 28.42% |
| 3Y | 10.82% | — |
| 5Y | 13.03% | — |
| Since Inception | 14.35% | 18.36% |
| Risk | ||
| 14.60 | 22.45 | |
| 1.01 | 0.94 | |
| 0.82 | 0.29 | |
| -0.05 | 11.38 | |
| 1.52 | 0.53 | |
| -12.54% | -15.49% | |
| Costs | ||
| Expense Ratio | 1.60% | 1.56% |
| Exit Load | 1% on or before 1Y, Nil after 1Y | 1% on or before 180D, Nil after 180D |
| Min SIP | ₹100 | ₹1,000 |
| Min Lumpsum | ₹100 | ₹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.
Category context: Equity vs Equity. Open the full Screener →