Compare Funds

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

SH
Shriram MFShriram Multi Sector Rotation Fund - Growth - Direct PlanDirect · Growth
₹8.05 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 Multi Sector Rotation Fund - Growth - Direct PlanTRTRUSTMF Small Cap Fund - Growth - Direct Plan
Snapshot
AMCShriram MFTrust MF
CategoryEquity - Thematic Fund - OtherEquity - Small cap Fund
NAV₹8.05 (15 Sep 2026)₹13.69 (15 Sep 2026)
Rating★★★★★★
BenchmarkNIFTY 500 - TRINifty Smallcap 250 - TRI
Fund ManagerPrateek NigudkarMihir Vora
Inception09 Dec 202404 Nov 2024
Returns
1Y3.44%28.42%
3Y
5Y
Since Inception-11.57%18.36%
Risk
19.5522.45
1.120.94
-1.100.29
-17.4311.38
-1.420.53
-18.26%-15.49%
Costs
Expense Ratio1.06%1.56%
Exit Load1% on or before 3M, Nil after 3M1% 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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