Compare Funds

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

SA
Samco MFSamco Multi Cap Fund - Regular Plan - GrowthRegular · Growth
₹8.78 as on 16 Sep 2026
VS
TR
Trust MFTRUSTMF Small Cap Fund - Growth - Direct PlanDirect · Growth
₹13.65 as on 16 Sep 2026
Key Metrics Comparison
MetricSASamco Multi Cap Fund - Regular Plan - GrowthTRTRUSTMF Small Cap Fund - Growth - Direct Plan
Snapshot
AMCSamco MFTrust MF
CategoryEquity - Multi Cap FundEquity - Small cap Fund
NAV₹8.78 (16 Sep 2026)₹13.65 (16 Sep 2026)
Rating★★★★★★
BenchmarkNifty500 Multicap 50:25:25 - TRINifty Smallcap 250 - TRI
Fund ManagerUmeshkumar MehtaMihir Vora
Inception30 Oct 202404 Nov 2024
Returns
1Y-6.17%28.42%
3Y
5Y
Since Inception-6.47%18.36%
Risk
12.3722.45
0.690.94
-1.240.29
-13.4511.38
-2.010.53
-8.44%-15.49%
Costs
Expense Ratio3.73%1.56%
Exit LoadNil upto 10% of units and 1% for remaining units on or before 12M, Nil after 12M1% on or before 180D, Nil after 180D
Min SIP₹250₹1,000
Min Lumpsum₹5,000₹1,000
Lock-inNoneNone

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

Portfolio Overlap

Portfolio holdings aren't disclosed for one or both funds, so overlap can't be computed.

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