Compare Funds

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

MF
ICICI Prudential Transportation and Logistics Fund - IDCW Payout - Direct PlanDirect · IDCW
₹19.38 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 Transportation and Logistics Fund - IDCW Payout - Direct PlanTRTRUSTMF Small Cap Fund - IDCW - Direct Plan
Snapshot
AMCTrust MF
CategoryEquity - Thematic Fund - OtherEquity - Small cap Fund
NAV₹19.38 (16 Sep 2026)₹13.66 (16 Sep 2026)
Rating★★★★★★★★
BenchmarkNifty Transportation & Logistics - TRINifty Smallcap 250 - TRI
Fund ManagerRajat ChandakMihir Vora
Inception28 Oct 202204 Nov 2024
Returns
1Y5.14%27.43%
3Y21.09%
5Y
Since Inception23.49%18.19%
Risk
16.6122.45
0.910.94
1.130.29
2.2111.41
1.950.54
-14.93%-15.49%
Costs
Expense Ratio1.21%1.56%
Exit Load1% on or before 1M, Nil after 1M1% 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…96%
Trust MF96%
3.8%

Only 3.8% of holdings by weight are common between ICICI Prudential Transportation and Logistics Fund - IDCW Payout - Direct Plan and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.

Common holdingICICI Prudential Transportation and Logistics Fund - IDCW Payout - Direct PlanTrust MF
Shadowfax Technologies Ltd.2.20%2.01%
Sona BLW Precision Forgings Ltd.2.02%1.78%

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