Compare Funds

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

LI
LIC MFLIC MF Infrastructure Fund - Growth - Direct PlanDirect · Growth
₹61.43 as on 16 Sep 2026
VS
TR
Trust MFTRUSTMF Small Cap Fund - IDCW - Direct PlanDirect · IDCW
₹13.66 as on 16 Sep 2026
Key Metrics Comparison
MetricLILIC MF Infrastructure Fund - Growth - Direct PlanTRTRUSTMF Small Cap Fund - IDCW - Direct Plan
Snapshot
AMCLIC MFTrust MF
CategoryEquity - Sectoral Fund - Infrastructure Equity - Small cap Fund
NAV₹61.43 (16 Sep 2026)₹13.66 (16 Sep 2026)
Rating★★★★★★★★
BenchmarkNifty Infrastructure - TRINifty Smallcap 250 - TRI
Fund ManagerMahesh BendreMihir Vora
Inception01 Jan 201304 Nov 2024
Returns
1Y6.15%27.43%
3Y22.49%
5Y20.87%
Since Inception15.59%18.19%
Risk
20.9122.45
1.040.94
1.110.29
7.9611.41
2.150.54
-17.12%-15.49%
Costs
Expense Ratio1.35%1.56%
Exit LoadNil upto 12% of units and 1% on remaining units on or before 90D, Nil after 90D1% on or before 180D, Nil after 180D
Min SIP₹200₹1,000
Min Lumpsum₹5,000₹1,000
Lock-inNoneNone

Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.

Portfolio Overlap
LIC MF98%
Trust MF98%
2.2%

Only 2.2% of holdings by weight are common between LIC MF and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.

Common holdingLIC MFTrust MF
Sansera Engineering Ltd.2.22%2.22%

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