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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
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Key Metrics Comparison
| Metric | Tata India Consumer Fund - Growth - Direct Plan | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Tata MF | Trust MF |
| Category | Equity - Sectoral Fund - Consumption | Equity - Small cap Fund |
| NAV | ₹54.35 (16 Sep 2026) | ₹13.66 (16 Sep 2026) |
| Rating | ★★★★ | ★★★ |
| Benchmark | Nifty India Consumption - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Sonam Udasi | Mihir Vora |
| Inception | 28 Dec 2015 | 04 Nov 2024 |
| Returns | ||
| 1Y | 1.97% | 27.43% |
| 3Y | 14.00% | — |
| 5Y | 13.11% | — |
| Since Inception | 17.10% | 18.19% |
| Risk | ||
| 15.57 | 22.45 | |
| 0.97 | 0.94 | |
| 0.76 | 0.29 | |
| 2.46 | 11.41 | |
| 1.39 | 0.54 | |
| -11.26% | -15.49% | |
| Costs | ||
| Expense Ratio | 0.92% | 1.56% |
| Exit Load | 0.25% on or before 30D | 1% on or before 180D, Nil after 180D |
| Min SIP | ₹100 | ₹1,000 |
| Min Lumpsum | ₹5,000 | ₹1,000 |
| Lock-in | None | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Tata MF92%
Trust MF92%
7.6%Only 7.6% of holdings by weight are common between Tata MF and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingTata MFTrust MF
Ather Energy Ltd.4.26%2.27%
Multi Commodity Exchange Of India Ltd.2.24%2.01%
Dixon Technologies (India) Ltd.2.07%1.73%
Radico Khaitan Ltd.5.34%1.57%
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