Compare Funds

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

HD
HDFC MFHDFC MNC Fund - IDCW Reinvest - Direct PlanDirect · IDCW
₹14.28 as on 16 Sep 2026
VS
TR
Trust MFTRUSTMF Small Cap Fund - IDCW - Direct PlanDirect · IDCW
₹13.66 as on 16 Sep 2026
Key Metrics Comparison
MetricHDHDFC MNC Fund - IDCW Reinvest - Direct PlanTRTRUSTMF Small Cap Fund - IDCW - Direct Plan
Snapshot
AMCHDFC MFTrust MF
CategoryEquity - Thematic Fund - MNCEquity - Small cap Fund
NAV₹14.28 (16 Sep 2026)₹13.66 (16 Sep 2026)
Rating★★★
BenchmarkNIFTY MNC - TRINifty Smallcap 250 - TRI
Fund ManagerNikhil MathurMihir Vora
Inception09 Mar 202304 Nov 2024
Returns
1Y-0.01%27.43%
3Y6.82%
5Y
Since Inception10.64%18.19%
Risk
14.4022.45
0.930.94
0.330.29
-6.4211.41
0.550.54
-12.66%-15.49%
Costs
Expense Ratio1.92%1.56%
Exit Load1% on or before 1Y, Nil after 1Y1% on or before 180D, Nil after 180D
Min SIP₹100₹1,000
Min Lumpsum₹100₹1,000
Lock-inNoneNone

Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.

Portfolio Overlap
HDFC MF100%
Trust MF100%
0.0%

Only 0.0% 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.

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