Compare Funds

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

KO
Kotak MFKotak Rural Opportunities Fund - Regular Plan - IDCWRegular · IDCW
₹9.20 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 Rural Opportunities Fund - Regular Plan - IDCWTRTRUSTMF Small Cap Fund - Growth - Direct Plan
Snapshot
AMCKotak MFTrust MF
CategoryEquity - Thematic Fund - OtherEquity - Small cap Fund
NAV₹9.20 (15 Sep 2026)₹13.69 (15 Sep 2026)
Rating★★★★★★
BenchmarkNifty Rural - TRINifty Smallcap 250 - TRI
Fund ManagerArjun KhannaMihir Vora
Inception27 Nov 202504 Nov 2024
Returns
1Y28.42%
3Y
5Y
Since Inception-7.98%18.36%
Risk
20.5422.45
0.970.94
-0.520.29
6.6811.38
-0.800.53
-13.01%-15.49%
Costs
Expense Ratio2.46%1.56%
Exit Load0.50% on or before 90D, Nil after 90D1% on or before 180D, Nil after 180D
Min SIP₹100₹1,000
Min Lumpsum₹1,000₹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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