Compare Funds

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

MM
Mahindra Manulife MFMahindra Manulife Business Cycle Fund - IDCW Payout - Direct PlanDirect · IDCW
₹13.77 as on 16 Sep 2026
VS
TR
Trust MFTRUSTMF Small Cap Fund - Growth - Direct PlanDirect · Growth
₹13.65 as on 16 Sep 2026
Key Metrics Comparison
MetricMMMahindra Manulife Business Cycle Fund - IDCW Payout - Direct PlanTRTRUSTMF Small Cap Fund - Growth - Direct Plan
Snapshot
AMCMahindra Manulife MFTrust MF
CategoryEquity - Thematic Fund - OtherEquity - Small cap Fund
NAV₹13.77 (16 Sep 2026)₹13.65 (16 Sep 2026)
Rating★★★★★★★
BenchmarkNIFTY 500 - TRINifty Smallcap 250 - TRI
Fund ManagerKrishna SanghaviMihir Vora
Inception11 Sep 202304 Nov 2024
Returns
1Y5.43%28.42%
3Y16.78%
5Y
Since Inception16.95%18.36%
Risk
15.8522.45
1.060.94
0.820.29
6.6611.38
1.610.53
-10.12%-15.49%
Costs
Expense Ratio0.91%1.56%
Exit Load1% on or before 3M, Nil after 3M1% on or before 180D, Nil after 180D
Min SIP₹500₹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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