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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 Multi Cap Fund - Regular Plan - IDCW | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | — | Trust MF |
| Category | Equity - Multi Cap Fund | Equity - Small cap Fund |
| NAV | ₹14.50 (16 Sep 2026) | ₹13.66 (16 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | Nifty500 Multicap 50:25:25 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Atul Mehra | Mihir Vora |
| Inception | 18 Jun 2024 | 04 Nov 2024 |
| Returns | ||
| 1Y | 3.85% | 27.43% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | 18.80% | 18.19% |
| Risk | ||
| 21.30 | 22.45 | |
| 1.15 | 0.94 | |
| 0.25 | 0.29 | |
| 9.32 | 11.41 | |
| 0.49 | 0.54 | |
| -14.70% | -15.49% | |
| Costs | ||
| Expense Ratio | 2.39% | 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…89%
Trust MF89%
11.3%Only 11.3% of holdings by weight are common between Motilal Oswal Multi Cap Fund - Regular Plan - IDCW and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingMotilal Oswal Multi Cap Fund - Regular Plan - IDCWTrust 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%
Category context: Equity vs Equity. Open the full Screener →