Compare Funds

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

KO
Kotak MFKotak Multi Cap Fund - Regular Plan - IDCW PayoutRegular · IDCW
₹18.04 as on 15 Sep 2026
VS
TR
Trust MFTRUSTMF Small Cap Fund - Growth - Direct PlanDirect · Growth
₹13.69 as on 15 Sep 2026
Key Metrics Comparison
MetricKOKotak Multi Cap Fund - Regular Plan - IDCW PayoutTRTRUSTMF Small Cap Fund - Growth - Direct Plan
Snapshot
AMCKotak MFTrust MF
CategoryEquity - Multi Cap FundEquity - Small cap Fund
NAV₹18.04 (15 Sep 2026)₹13.69 (15 Sep 2026)
Rating★★★★★★★
BenchmarkNifty500 Multicap 50:25:25 - TRINifty Smallcap 250 - TRI
Fund ManagerDevender SinghalMihir Vora
Inception29 Sep 202104 Nov 2024
Returns
1Y2.00%28.42%
3Y14.34%
5Y
Since Inception14.55%18.36%
Risk
15.6422.45
1.020.94
1.000.29
3.7511.38
1.840.53
-11.67%-15.49%
Costs
Expense Ratio1.83%1.56%
Exit LoadNil upto 10% of investment and 1% for remaining investments on or before 1Y, Nil after 1Y1% on or before 180D, Nil after 180D
Min SIP₹100₹1,000
Min Lumpsum₹100₹1,000
Lock-inNoneNone

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.

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