Compare Funds

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

MM
Mahindra Manulife MFMahindra Manulife Manufacturing Fund - IDCW - Direct PlanDirect · IDCW
₹10.89 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
MetricMMMahindra Manulife Manufacturing Fund - IDCW - Direct PlanTRTRUSTMF Small Cap Fund - IDCW - Direct Plan
Snapshot
AMCMahindra Manulife MFTrust MF
CategoryEquity - Thematic Fund - OtherEquity - Small cap Fund
NAV₹10.89 (16 Sep 2026)₹13.66 (16 Sep 2026)
Rating★★★★★★
BenchmarkNifty India Manufacturing - TRINifty Smallcap 250 - TRI
Fund ManagerRenjith SivaramMihir Vora
Inception24 Jun 202404 Nov 2024
Returns
1Y7.33%27.43%
3Y
5Y
Since Inception3.91%18.19%
Risk
16.1422.45
0.970.94
-0.150.29
-2.3011.41
-0.260.54
-9.56%-15.49%
Costs
Expense Ratio1.20%1.56%
Exit Load0.50% 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
Mahindra Manu…98%
Trust MF98%
1.7%

Only 1.7% of holdings by weight are common between Mahindra Manulife MF and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.

Common holdingMahindra Manulife MFTrust MF
Craftsman Automation Ltd.2.55%1.65%

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