⚖
Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
VS
Key Metrics Comparison
| Metric | Invesco India Flexi Cap Fund - IDCW - Direct Plan | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Invesco MF | Trust MF |
| Category | Equity - Flexi Cap Fund | Equity - Small cap Fund |
| NAV | ₹18.23 (16 Sep 2026) | ₹13.66 (16 Sep 2026) |
| Rating | ★★★★★ | ★★★ |
| Benchmark | BSE 500 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Taher Badshah | Mihir Vora |
| Inception | 14 Feb 2022 | 04 Nov 2024 |
| Returns | ||
| 1Y | -1.33% | 27.43% |
| 3Y | 16.54% | — |
| 5Y | — | — |
| Since Inception | 16.69% | 18.19% |
| Risk | ||
| 16.20 | 22.45 | |
| 1.15 | 0.94 | |
| 0.87 | 0.29 | |
| 7.61 | 11.41 | |
| 1.53 | 0.54 | |
| -12.85% | -15.49% | |
| Costs | ||
| Expense Ratio | 0.78% | 1.56% |
| Exit Load | Nil upto 10% of units and 1% for remaining units on or before 1Y, Nil after 1Y | 1% on or before 180D, Nil after 180D |
| Min SIP | ₹100 | ₹1,000 |
| Min Lumpsum | ₹100 | ₹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
Portfolio holdings aren't disclosed for one or both funds, so overlap can't be computed.
Category context: Equity vs Equity. Open the full Screener →