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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 Focused Fund - Growth - Direct Plan | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | — | Trust MF |
| Category | Equity - Focused Fund | Equity - Small cap Fund |
| NAV | ₹62.38 (16 Sep 2026) | ₹13.66 (16 Sep 2026) |
| Rating | ★★★★ | ★★★ |
| Benchmark | NIFTY 500 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Ankit Agarwal | Mihir Vora |
| Inception | 13 May 2013 | 04 Nov 2024 |
| Returns | ||
| 1Y | 21.91% | 27.43% |
| 3Y | 13.17% | — |
| 5Y | 10.03% | — |
| Since Inception | 14.69% | 18.19% |
| Risk | ||
| 17.70 | 22.45 | |
| 1.11 | 0.94 | |
| 0.39 | 0.29 | |
| -3.44 | 11.41 | |
| 0.69 | 0.54 | |
| -15.56% | -15.49% | |
| Costs | ||
| Expense Ratio | 1.72% | 1.56% |
| Exit Load | 1% on or before 365D, Nil after 365D | 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…90%
Trust MF90%
9.7%Only 9.7% of holdings by weight are common between Motilal Oswal Focused Fund - Growth - Direct Plan and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingMotilal Oswal Focused Fund - Growth - Direct PlanTrust MF
Sansera Engineering Ltd.3.21%2.22%
Multi Commodity Exchange Of India Ltd.3.65%2.01%
Shadowfax Technologies Ltd.3.06%2.01%
Coforge Ltd.3.86%1.79%
One97 Communications Ltd.3.34%1.69%
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