⚖
Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
VS
Key Metrics Comparison
| Metric | Motilal Oswal Midcap Fund - Regular Plan - Growth | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | — | Trust MF |
| Category | Equity - Mid Cap Fund | Equity - Small cap Fund |
| NAV | ₹101.68 (16 Sep 2026) | ₹13.76 (17 Sep 2026) |
| Rating | ★★★★ | ★★★ |
| Benchmark | Nifty Midcap 150 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Ajay Khandelwal | Mihir Vora |
| Inception | 24 Feb 2014 | 04 Nov 2024 |
| Returns | ||
| 1Y | -4.01% | 27.43% |
| 3Y | 16.41% | — |
| 5Y | 19.33% | — |
| Since Inception | 20.27% | 18.19% |
| Risk | ||
| 19.33 | 22.45 | |
| 1.00 | 0.94 | |
| 0.80 | 0.29 | |
| -1.15 | 11.41 | |
| 1.45 | 0.54 | |
| -16.24% | -15.49% | |
| Costs | ||
| Expense Ratio | 1.68% | 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…91%
Trust MF91%
9.2%Only 9.2% of holdings by weight are common between Motilal Oswal Midcap Fund - Regular Plan - Growth and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingMotilal Oswal Midcap Fund - Regular Plan - GrowthTrust MF
Multi Commodity Exchange Of India Ltd.3.43%2.01%
Lenskart Solutions Ltd.2.26%2.00%
Coforge Ltd.5.79%1.79%
Dixon Technologies (India) Ltd.3.44%1.73%
One97 Communications Ltd.9.07%1.69%
Category context: Equity vs Equity. Open the full Screener →