Compare Funds

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

MF
Nippon India Active Momentum Fund - Regular Plan - GrowthRegular · Growth
₹12.62 as on 16 Sep 2026
VS
TR
Trust MFTRUSTMF Small Cap Fund - IDCW - Direct PlanDirect · IDCW
₹13.76 as on 17 Sep 2026
Key Metrics Comparison
MetricMFNippon India Active Momentum Fund - Regular Plan - GrowthTRTRUSTMF Small Cap Fund - IDCW - Direct Plan
Snapshot
AMCTrust MF
CategoryEquity - Thematic Fund - OtherEquity - Small cap Fund
NAV₹12.62 (16 Sep 2026)₹13.76 (17 Sep 2026)
Rating★★★★★★
BenchmarkNIFTY 500 - TRINifty Smallcap 250 - TRI
Fund ManagerShirish GutheMihir Vora
Inception28 Feb 202504 Nov 2024
Returns
1Y6.97%27.43%
3Y
5Y
Since Inception16.23%18.19%
Risk
14.0022.45
0.960.94
0.640.29
4.1211.41
1.160.54
-11.84%-15.49%
Costs
Expense Ratio2.21%1.56%
Exit Load1% on or before 1Y, Nil after 1Y1% on or before 180D, Nil after 180D
Min SIP₹100₹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
Nippon India …96%
Trust MF96%
3.5%

Only 3.5% of holdings by weight are common between Nippon India Active Momentum Fund - Regular Plan - Growth and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.

Common holdingNippon India Active Momentum Fund - Regular Plan - GrowthTrust MF
Coforge Ltd.2.80%1.79%
Dixon Technologies (India) Ltd.2.49%1.73%

Category context: Equity vs Equity. Open the full Screener →