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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 | Invesco India Contra Fund - Regular Plan - Growth | TRUSTMF Small Cap Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Invesco MF | Trust MF |
| Category | Equity - Contra Fund | Equity - Small cap Fund |
| NAV | ₹131.16 (16 Sep 2026) | ₹13.65 (16 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | BSE 500 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Taher Badshah | Mihir Vora |
| Inception | 11 Apr 2007 | 04 Nov 2024 |
| Returns | ||
| 1Y | -4.43% | 27.33% |
| 3Y | 11.86% | — |
| 5Y | 11.30% | — |
| Since Inception | 14.15% | 18.15% |
| Risk | ||
| 14.57 | 22.45 | |
| 1.11 | 0.94 | |
| 0.79 | 0.29 | |
| 5.27 | 11.38 | |
| 1.42 | 0.53 | |
| -12.74% | -15.49% | |
| Costs | ||
| Expense Ratio | 1.86% | 1.56% |
| Exit Load | Nil upto 10% of units and 1% for above the limits on or before 1Y, Nil after 1Y | 1% on or before 180D, Nil after 180D |
| Min SIP | ₹100 | ₹1,000 |
| Min Lumpsum | ₹1,000 | ₹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
Invesco MF98%
Trust MF98%
1.8%Only 1.8% of holdings by weight are common between Invesco MF and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingInvesco MFTrust MF
Coforge Ltd.2.65%1.79%
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