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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 Small Cap Fund - Regular Plan - IDCW | TRUSTMF Small Cap Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | — | Trust MF |
| Category | Equity - Small cap Fund | Equity - Small cap Fund |
| NAV | ₹16.75 (16 Sep 2026) | ₹13.65 (16 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | Nifty Smallcap 250 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Ajay Khandelwal | Mihir Vora |
| Inception | 26 Dec 2023 | 04 Nov 2024 |
| Returns | ||
| 1Y | 18.34% | 27.33% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | 20.83% | 18.15% |
| Risk | ||
| 20.62 | 22.45 | |
| 0.91 | 0.94 | |
| 0.51 | 0.29 | |
| 7.94 | 11.38 | |
| 0.95 | 0.53 | |
| -15.14% | -15.49% | |
| Costs | ||
| Expense Ratio | 1.98% | 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…92%
Trust MF92%
7.9%Only 7.9% of holdings by weight are common between Motilal Oswal Small Cap Fund - Regular Plan - IDCW and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingMotilal Oswal Small Cap Fund - Regular Plan - IDCWTrust MF
Karur Vysya Bank Ltd.3.29%2.38%
Sky Gold and Diamonds Ltd.2.62%2.07%
Multi Commodity Exchange Of India Ltd.1.78%2.01%
VA Tech Wabag Ltd.3.98%1.71%
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