Compare Funds

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

MF
Motilal Oswal Services Fund - Regular Plan - GrowthRegular · Growth
₹11.66 as on 16 Sep 2026
VS
TR
Trust MFTRUSTMF Small Cap Fund - Growth - Direct PlanDirect · Growth
₹13.65 as on 16 Sep 2026
Key Metrics Comparison
MetricMFMotilal Oswal Services Fund - Regular Plan - GrowthTRTRUSTMF Small Cap Fund - Growth - Direct Plan
Snapshot
AMCTrust MF
CategoryEquity - Sectoral Fund - Service IndustryEquity - Small cap Fund
NAV₹11.66 (16 Sep 2026)₹13.65 (16 Sep 2026)
Rating★★★★★★
BenchmarkNifty Services Sector - TRINifty Smallcap 250 - TRI
Fund ManagerAjay KhandelwalMihir Vora
Inception09 Jun 202504 Nov 2024
Returns
1Y11.33%27.33%
3Y
5Y
Since Inception12.87%18.15%
Risk
16.6822.45
1.020.94
-0.120.29
11.9011.38
-0.240.53
-10.43%-15.49%
Costs
Expense Ratio2.75%1.56%
Exit Load1% on or before 90D, Nil after 90D1% 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%
5.7%

Only 5.7% of holdings by weight are common between Motilal Oswal Services Fund - Regular Plan - Growth and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.

Common holdingMotilal Oswal Services Fund - Regular Plan - GrowthTrust 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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