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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 | JM Large Cap Fund - Regular Plan - Monthly IDCW | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | — | Trust MF |
| Category | Equity - Large Cap Fund | Equity - Small cap Fund |
| NAV | ₹23.31 (17 Sep 2026) | ₹13.76 (17 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | BSE 100 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Deepak Gupta. | Mihir Vora |
| Inception | 22 Jun 2015 | 04 Nov 2024 |
| Returns | ||
| 1Y | -4.01% | 27.43% |
| 3Y | 8.05% | — |
| 5Y | 8.78% | — |
| Since Inception | 9.13% | 18.19% |
| Risk | ||
| 13.89 | 22.45 | |
| 1.06 | 0.94 | |
| 0.55 | 0.29 | |
| 1.73 | 11.41 | |
| 0.97 | 0.54 | |
| -12.54% | -15.49% | |
| Costs | ||
| Expense Ratio | 2.67% | 1.56% |
| Exit Load | 1% on or before 30D, Nil after 30D | 1% on or before 180D, Nil after 180D |
| Min SIP | ₹1,000 | ₹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
JM Large Cap …97%
Trust MF97%
3.5%Only 3.5% of holdings by weight are common between JM Large Cap Fund - Regular Plan - Monthly IDCW and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingJM Large Cap Fund - Regular Plan - Monthly IDCWTrust MF
Coforge Ltd.2.10%1.79%
One97 Communications Ltd.2.49%1.69%
Category context: Equity vs Equity. Open the full Screener →