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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 | Motilal Oswal Financial Services Fund - Regular Plan - Growth | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | — | Trust MF |
| Category | Equity - Sectoral Fund - Banks & Financial Services | Equity - Small cap Fund |
| NAV | ₹10.53 (16 Sep 2026) | ₹13.76 (17 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | Nifty Financial Services - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Ajay Khandelwal | Mihir Vora |
| Inception | 16 Feb 2026 | 04 Nov 2024 |
| Returns | ||
| 1Y | — | 27.43% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | 5.30% | 18.19% |
| Risk | ||
| 27.86 | 22.45 | |
| 0.88 | 0.94 | |
| 0.23 | 0.29 | |
| 35.38 | 11.41 | |
| 0.45 | 0.54 | |
| -10.74% | -15.49% | |
| Costs | ||
| Expense Ratio | 2.77% | 1.56% |
| Exit Load | 1% on or before 90D, Nil after 90D | 1% on or before 180D, Nil after 180D |
| Min SIP | ₹500 | ₹1,000 |
| Min Lumpsum | ₹500 | ₹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
Motilal Oswal…95%
Trust MF95%
5.3%Only 5.3% of holdings by weight are common between Motilal Oswal Financial Services Fund - Regular Plan - Growth and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingMotilal Oswal Financial Services Fund - Regular Plan - GrowthTrust MF
Multi Commodity Exchange Of India Ltd.5.73%2.01%
One97 Communications Ltd.3.84%1.69%
RBL Bank Ltd.2.63%1.55%
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