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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 Mid Cap Fund - IDCW - Direct Plan | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | — | Trust MF |
| Category | Equity - Mid Cap Fund | Equity - Small cap Fund |
| NAV | ₹117.77 (16 Sep 2026) | ₹13.66 (16 Sep 2026) |
| Rating | ★ | ★★★ |
| Benchmark | Nifty Midcap 150 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Anuj Kapil | Mihir Vora |
| Inception | 01 Jan 2013 | 04 Nov 2024 |
| Returns | ||
| 1Y | 1.14% | 27.43% |
| 3Y | 8.59% | — |
| 5Y | 11.27% | — |
| Since Inception | 15.77% | 18.19% |
| Risk | ||
| 16.87 | 22.45 | |
| 0.97 | 0.94 | |
| 0.59 | 0.29 | |
| -6.08 | 11.41 | |
| 1.14 | 0.54 | |
| -12.22% | -15.49% | |
| Costs | ||
| Expense Ratio | 2.29% | 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 Mid Ca…96%
Trust MF96%
3.5%Only 3.5% of holdings by weight are common between Taurus Mid Cap Fund - IDCW - Direct Plan and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingTaurus Mid Cap Fund - IDCW - Direct PlanTrust MF
Coforge Ltd.5.20%1.79%
Dixon Technologies (India) Ltd.2.84%1.73%
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