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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 Quant Fund - Growth - Direct Plan | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | — | Trust MF |
| Category | Equity - Thematic Fund - Other | Equity - Small cap Fund |
| NAV | ₹76.85 (16 Sep 2026) | ₹13.66 (16 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | BSE 200 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Shirish Guthe | Mihir Vora |
| Inception | 01 Jan 2013 | 04 Nov 2024 |
| Returns | ||
| 1Y | -1.94% | 27.43% |
| 3Y | 12.68% | — |
| 5Y | 12.53% | — |
| Since Inception | 13.03% | 18.19% |
| Risk | ||
| 13.28 | 22.45 | |
| 0.99 | 0.94 | |
| 0.93 | 0.29 | |
| 5.16 | 11.41 | |
| 1.73 | 0.54 | |
| -11.45% | -15.49% | |
| Costs | ||
| Expense Ratio | 0.86% | 1.56% |
| Exit Load | 0.25% on or before 1M, Nil after 1M | 1% on or before 180D, Nil after 180D |
| Min SIP | ₹100 | ₹1,000 |
| Min Lumpsum | ₹5,000 | ₹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 …98%
Trust MF98%
1.7%Only 1.7% of holdings by weight are common between Nippon India Quant Fund - Growth - Direct Plan and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingNippon India Quant Fund - Growth - Direct PlanTrust MF
Dixon Technologies (India) Ltd.3.63%1.73%
Category context: Equity vs Equity. Open the full Screener →