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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 Services Fund - IDCW - Direct Plan | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | — | Trust MF |
| Category | Equity - Sectoral Fund - Service Industry | Equity - Small cap Fund |
| NAV | ₹11.82 (16 Sep 2026) | ₹13.66 (16 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | Nifty Services Sector - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Ajay Khandelwal | Mihir Vora |
| Inception | 09 Jun 2025 | 04 Nov 2024 |
| Returns | ||
| 1Y | 12.79% | 27.43% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | 14.05% | 18.19% |
| Risk | ||
| 16.66 | 22.45 | |
| 1.02 | 0.94 | |
| -0.08 | 0.29 | |
| 12.53 | 11.41 | |
| -0.16 | 0.54 | |
| -10.33% | -15.49% | |
| Costs | ||
| Expense Ratio | 1.34% | 1.56% |
| Exit Load | 1% on or before 90D, Nil after 90D | 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%
5.7%Only 5.7% of holdings by weight are common between Motilal Oswal Services Fund - IDCW - Direct Plan and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingMotilal Oswal Services Fund - IDCW - Direct PlanTrust MF
Multi Commodity Exchange Of India Ltd.6.62%2.01%
Shadowfax Technologies Ltd.3.64%2.01%
One97 Communications Ltd.4.52%1.69%
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