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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 | Kotak Small Cap Fund - IDCW - Direct Plan | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Kotak MF | Trust MF |
| Category | Equity - Small cap Fund | Equity - Small cap Fund |
| NAV | ₹140.57 (16 Sep 2026) | ₹13.66 (16 Sep 2026) |
| Rating | ★★ | ★★★ |
| Benchmark | Nifty Smallcap 250 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Harish Bihani | Mihir Vora |
| Inception | 01 Jan 2013 | 04 Nov 2024 |
| Returns | ||
| 1Y | 2.97% | 27.43% |
| 3Y | 11.58% | — |
| 5Y | 12.29% | — |
| Since Inception | 18.60% | 18.19% |
| Risk | ||
| 17.98 | 22.45 | |
| 0.84 | 0.94 | |
| 0.61 | 0.29 | |
| -2.35 | 11.41 | |
| 1.13 | 0.54 | |
| -13.36% | -15.49% | |
| Costs | ||
| Expense Ratio | 0.64% | 1.56% |
| Exit Load | Nil upto 10% of investment and 1% for remaining investment 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
Kotak MF98%
Trust MF98%
2.2%Only 2.2% of holdings by weight are common between Kotak MF and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingKotak MFTrust MF
Sansera Engineering Ltd.4.15%2.22%
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