Compare Funds

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

VS
TR
Trust MFTRUSTMF Small Cap Fund - IDCW - Direct PlanDirect · IDCW
₹13.76 as on 17 Sep 2026
Key Metrics Comparison
MetricMFReliance Equity Opportunities Fund - Institutional Plan - Growth Plan - Bonus OptionTRTRUSTMF Small Cap Fund - IDCW - Direct Plan
Snapshot
AMCTrust MF
CategoryEquity - Multi Cap FundEquity - Small cap Fund
NAV₹10.00 (06 Apr 2010)₹13.76 (17 Sep 2026)
Rating★★★★★★
BenchmarkBSE 100Nifty Smallcap 250 - TRI
Fund ManagerSailesh Raj BhanMihir Vora
Inception08 Aug 200704 Nov 2024
Returns
1Y27.43%
3Y
5Y
Since Inception18.19%
Risk
22.45
0.94
0.29
11.41
0.54
-15.49%
Costs
Expense Ratio1.95%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₹5,00,00,000₹1,000
Lock-inNoneNone

Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.

Portfolio Overlap
Reliance Equi…100%
Trust MF100%
0.0%

Only 0.0% of holdings by weight are common between Reliance Equity Opportunities Fund - Institutional Plan - Growth Plan - Bonus Option and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.

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