Compare Funds

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

MF
Motilal Oswal Quant Fund - Growth - Direct PlanDirect · Growth
₹10.04 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 Quant Fund - Growth - Direct PlanTRTRUSTMF Small Cap Fund - IDCW - Direct Plan
Snapshot
AMCTrust MF
CategoryEquity - Thematic Fund - OtherEquity - Small cap Fund
NAV₹10.04 (16 Sep 2026)₹13.66 (16 Sep 2026)
Rating★★★★★★
BenchmarkNIFTY 200 - TRINifty Smallcap 250 - TRI
Fund ManagerAjay KhandelwalMihir Vora
Inception06 Jun 202404 Nov 2024
Returns
1Y-3.84%27.43%
3Y
5Y
Since Inception0.19%18.19%
Risk
18.3022.45
1.130.94
-0.230.29
-1.3711.41
-0.380.54
-13.93%-15.49%
Costs
Expense Ratio1.48%1.56%
Exit Load1% on or before 15D, Nil after 15D1% 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…94%
Trust MF94%
5.5%

Only 5.5% of holdings by weight are common between Motilal Oswal Quant Fund - Growth - Direct Plan and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.

Common holdingMotilal Oswal Quant Fund - Growth - Direct PlanTrust MF
Multi Commodity Exchange Of India Ltd.4.13%2.01%
Coforge Ltd.4.13%1.79%
Dixon Technologies (India) Ltd.3.94%1.73%

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