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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 | Taurus Ethical Fund - IDCW Reinvest - Direct Plan | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | — | Trust MF |
| Category | Equity - Thematic Fund - Other | Equity - Small cap Fund |
| NAV | ₹94.40 (16 Sep 2026) | ₹13.66 (16 Sep 2026) |
| Rating | ★★ | ★★★ |
| Benchmark | BSE 500 Shariah - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Anuj Kapil | Mihir Vora |
| Inception | 01 Jan 2013 | 04 Nov 2024 |
| Returns | ||
| 1Y | -2.92% | 27.43% |
| 3Y | 8.09% | — |
| 5Y | 8.45% | — |
| Since Inception | 13.89% | 18.19% |
| Risk | ||
| 14.04 | 22.45 | |
| 0.98 | 0.94 | |
| 0.78 | 0.29 | |
| 5.43 | 11.41 | |
| 1.54 | 0.54 | |
| -9.58% | -15.49% | |
| Costs | ||
| Expense Ratio | 1.37% | 1.56% |
| Exit Load | 1% on or before 365D, Nil after 365D | 1% on or before 180D, Nil after 180D |
| Min SIP | ₹1,000 | ₹1,000 |
| Min Lumpsum | ₹500 | ₹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
Taurus Ethica…98%
Trust MF98%
1.7%Only 1.7% of holdings by weight are common between Taurus Ethical Fund - IDCW Reinvest - Direct Plan and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingTaurus Ethical Fund - IDCW Reinvest - Direct PlanTrust MF
Dixon Technologies (India) Ltd.1.97%1.73%
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