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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
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Key Metrics Comparison
| Metric | IDFC Classic Equity Fund - Plan B - Growth | TRUSTMF Small Cap Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | IDFC MF | Trust MF |
| Category | Equity - Large & Mid Cap Fund | Equity - Small cap Fund |
| NAV | ₹29.49 (17 Feb 2017) | ₹13.76 (17 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | BSE 200 | Nifty Smallcap 250 - TRI |
| Fund Manager | Anoop Bhaskar | Mihir Vora |
| Inception | 02 Apr 2009 | 04 Nov 2024 |
| Returns | ||
| 1Y | — | 27.33% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | — | 18.15% |
| Risk | ||
| — | 22.45 | |
| — | 0.94 | |
| — | 0.29 | |
| — | 11.38 | |
| — | 0.53 | |
| — | -15.49% | |
| Costs | ||
| Expense Ratio | — | 1.56% |
| Exit Load | 1% on or before 365D | 1% on or before 180D, Nil after 180D |
| Min SIP | ₹100 | ₹1,000 |
| Min Lumpsum | ₹5,000 | ₹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
IDFC MF96%
Trust MF96%
3.6%Only 3.6% of holdings by weight are common between IDFC MF and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingIDFC MFTrust MF
Multi Commodity Exchange Of India Ltd.1.88%2.01%
One97 Communications Ltd.3.36%1.69%
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