Compare Funds

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

TA
Tata MFTata Digital India Fund - IDCW - Direct PlanDirect · IDCW
₹46.40 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
MetricTATata Digital India Fund - IDCW - Direct PlanTRTRUSTMF Small Cap Fund - Growth - Direct Plan
Snapshot
AMCTata MFTrust MF
CategoryEquity - Sectoral Fund - TechnologyEquity - Small cap Fund
NAV₹46.40 (16 Sep 2026)₹13.65 (16 Sep 2026)
Rating★★★
BenchmarkNIFTY IT - TRINifty Smallcap 250 - TRI
Fund ManagerMeeta ShettyMihir Vora
Inception28 Dec 201504 Nov 2024
Returns
1Y-13.24%27.33%
3Y4.00%
5Y3.00%
Since Inception15.75%18.15%
Risk
19.9122.45
0.850.94
0.340.29
4.1711.38
0.600.53
-17.11%-15.49%
Costs
Expense Ratio0.67%1.56%
Exit Load0.25% on or before 30D1% on or before 180D, Nil after 180D
Min SIP₹100₹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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