Compare Funds

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

SH
Shriram MFShriram Flexi Cap Fund - Regular Plan - IDCW PayoutRegular · IDCW
₹19.07 as on 15 Sep 2026
VS
TR
Trust MFTRUSTMF Small Cap Fund - Growth - Direct PlanDirect · Growth
₹13.69 as on 15 Sep 2026
Key Metrics Comparison
MetricSHShriram Flexi Cap Fund - Regular Plan - IDCW PayoutTRTRUSTMF Small Cap Fund - Growth - Direct Plan
Snapshot
AMCShriram MFTrust MF
CategoryEquity - Flexi Cap FundEquity - Small cap Fund
NAV₹19.07 (15 Sep 2026)₹13.69 (15 Sep 2026)
Rating★★★
BenchmarkNIFTY 500 - TRINifty Smallcap 250 - TRI
Fund ManagerPrateek NigudkarMihir Vora
Inception28 Sep 201804 Nov 2024
Returns
1Y-4.67%28.42%
3Y4.87%
5Y5.37%
Since Inception8.44%18.36%
Risk
15.4222.45
1.040.94
0.260.29
-5.7411.38
0.420.53
-14.06%-15.49%
Costs
Expense Ratio2.59%1.56%
Exit LoadNIL for 12% of units and 1% for remaining units on or before 90D, Nil after 90D1% on or before 180D, Nil after 180D
Min SIP₹500₹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

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

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