Compare Funds

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

HD
HDFC MFHDFC Multi Cap Fund - Regular Plan - IDCW ReinvestRegular · IDCW
₹16.57 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 Multi Cap Fund - Regular Plan - IDCW ReinvestTRTRUSTMF Small Cap Fund - IDCW - Direct Plan
Snapshot
AMCHDFC MFTrust MF
CategoryEquity - Multi Cap FundEquity - Small cap Fund
NAV₹16.57 (16 Sep 2026)₹13.66 (16 Sep 2026)
Rating★★★
BenchmarkNifty500 Multicap 50:25:25 - TRINifty Smallcap 250 - TRI
Fund ManagerAmar KalkundrikarMihir Vora
Inception10 Dec 202104 Nov 2024
Returns
1Y-4.90%27.43%
3Y9.59%
5Y
Since Inception13.33%18.19%
Risk
15.2722.45
1.010.94
0.750.29
-0.2611.41
1.390.54
-11.73%-15.49%
Costs
Expense Ratio1.76%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

Portfolio holdings aren't disclosed for one or both funds, so overlap can't be computed.

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