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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 Large & Midcap Fund - Regular Plan - IDCW | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | — | Trust MF |
| Category | Equity - Large & Mid Cap Fund | Equity - Small cap Fund |
| NAV | ₹25.92 (16 Sep 2026) | ₹13.66 (16 Sep 2026) |
| Rating | ★★★★★ | ★★★ |
| Benchmark | NIFTY LargeMidcap 250 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Ajay Khandelwal | Mihir Vora |
| Inception | 17 Oct 2019 | 04 Nov 2024 |
| Returns | ||
| 1Y | 5.12% | 27.43% |
| 3Y | 19.67% | — |
| 5Y | 16.78% | — |
| Since Inception | 20.80% | 18.19% |
| Risk | ||
| 20.03 | 22.45 | |
| 1.22 | 0.94 | |
| 0.95 | 0.29 | |
| 4.55 | 11.41 | |
| 1.72 | 0.54 | |
| -17.73% | -15.49% | |
| Costs | ||
| Expense Ratio | 1.87% | 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…94%
Trust MF94%
6.0%Only 6.0% of holdings by weight are common between Motilal Oswal Large & Midcap Fund - Regular Plan - IDCW and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingMotilal Oswal Large & Midcap Fund - Regular Plan - IDCWTrust MF
Ather Energy Ltd.3.56%2.27%
Multi Commodity Exchange Of India Ltd.4.67%2.01%
One97 Communications Ltd.6.15%1.69%
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