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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 | Nippon India Growth Mid Cap Fund - Institutional Plan - IDCW | TRUSTMF Small Cap Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | — | Trust MF |
| Category | Equity - Mid Cap Fund | Equity - Small cap Fund |
| NAV | ₹1,338.86 (16 Sep 2026) | ₹13.65 (16 Sep 2026) |
| Rating | ★★★★ | ★★★ |
| Benchmark | Nifty Midcap 150 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Rupesh Patel | Mihir Vora |
| Inception | 08 Aug 2007 | 04 Nov 2024 |
| Returns | ||
| 1Y | 4.90% | 27.33% |
| 3Y | 17.02% | — |
| 5Y | 16.80% | — |
| Since Inception | 14.85% | 18.15% |
| Risk | ||
| 16.54 | 22.45 | |
| 0.97 | 0.94 | |
| 1.13 | 0.29 | |
| 2.71 | 11.38 | |
| 2.21 | 0.53 | |
| -11.45% | -15.49% | |
| Costs | ||
| Expense Ratio | 0.80% | 1.56% |
| Exit Load | 1% on or before 1M, Nil after 1M | 1% on or before 180D, Nil after 180D |
| Min SIP | ₹100 | ₹1,000 |
| Min Lumpsum | ₹5,00,00,000 | ₹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
Nippon India …96%
Trust MF96%
3.7%Only 3.7% of holdings by weight are common between Nippon India Growth Mid Cap Fund - Institutional Plan - IDCW and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingNippon India Growth Mid Cap Fund - Institutional Plan - IDCWTrust MF
Multi Commodity Exchange Of India Ltd.2.80%2.01%
One97 Communications Ltd.2.00%1.69%
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