Compare Funds

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

MF
ICICI Prudential Banking & Financial Services Fund - Growth - Direct PlanDirect · Growth
₹145.74 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
MetricMFICICI Prudential Banking & Financial Services Fund - Growth - Direct PlanTRTRUSTMF Small Cap Fund - IDCW - Direct Plan
Snapshot
AMCTrust MF
CategoryEquity - Sectoral Fund - Banks & Financial ServicesEquity - Small cap Fund
NAV₹145.74 (16 Sep 2026)₹13.66 (16 Sep 2026)
Rating★★★★★
BenchmarkNifty Financial Services - TRINifty Smallcap 250 - TRI
Fund ManagerAntariksha BanerjeeMihir Vora
Inception01 Jan 201304 Nov 2024
Returns
1Y-3.26%27.43%
3Y8.51%
5Y9.07%
Since Inception14.36%18.19%
Risk
13.0422.45
0.870.94
0.560.29
2.1111.41
1.000.54
-15.10%-15.49%
Costs
Expense Ratio1.23%1.56%
Exit Load1% on or before 15D, NIL after 15D1% on or before 180D, Nil after 180D
Min SIP₹100₹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
ICICI Prudent…99%
Trust MF99%
1.5%

Only 1.5% of holdings by weight are common between ICICI Prudential Banking & Financial Services Fund - Growth - Direct Plan and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.

Common holdingICICI Prudential Banking & Financial Services Fund - Growth - Direct PlanTrust MF
Multi Commodity Exchange Of India Ltd.1.46%2.01%

Category context: Equity vs Equity. Open the full Screener →