Compare Funds

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

MF
Motilal Oswal Multi Cap Fund - IDCW - Direct PlanDirect · IDCW
₹14.93 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
MetricMFMotilal Oswal Multi Cap Fund - IDCW - Direct PlanTRTRUSTMF Small Cap Fund - IDCW - Direct Plan
Snapshot
AMCTrust MF
CategoryEquity - Multi Cap FundEquity - Small cap Fund
NAV₹14.93 (16 Sep 2026)₹13.66 (16 Sep 2026)
Rating★★★★★★
BenchmarkNifty500 Multicap 50:25:25 - TRINifty Smallcap 250 - TRI
Fund ManagerAtul MehraMihir Vora
Inception18 Jun 202404 Nov 2024
Returns
1Y5.05%27.43%
3Y
5Y
Since Inception20.34%18.19%
Risk
21.3422.45
1.150.94
0.310.29
10.6411.41
0.620.54
-14.60%-15.49%
Costs
Expense Ratio1.22%1.56%
Exit Load1% on or before 365D, Nil after 365D1% on or before 180D, Nil after 180D
Min SIP₹500₹1,000
Min Lumpsum₹500₹1,000
Lock-inNoneNone

Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.

Portfolio Overlap
Motilal Oswal…89%
Trust MF89%
11.3%

Only 11.3% of holdings by weight are common between Motilal Oswal Multi Cap Fund - IDCW - Direct Plan and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.

Common holdingMotilal Oswal Multi Cap Fund - IDCW - Direct PlanTrust MF
Ather Energy Ltd.2.62%2.27%
Shadowfax Technologies Ltd.2.76%2.01%
Lenskart Solutions Ltd.4.09%2.00%
Coforge Ltd.3.40%1.79%
One97 Communications Ltd.3.28%1.69%
RBL Bank Ltd.3.20%1.55%

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