Compare Funds

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

TR
Trust MFTRUSTMF Flexi Cap Fund - Regular Plan - GrowthRegular · Growth
₹12.12 as on 17 Sep 2026
VS
TR
Trust MFTRUSTMF Small Cap Fund - IDCW - Direct PlanDirect · IDCW
₹13.76 as on 17 Sep 2026
Key Metrics Comparison
MetricTRTRUSTMF Flexi Cap Fund - Regular Plan - GrowthTRTRUSTMF Small Cap Fund - IDCW - Direct Plan
Snapshot
AMCTrust MFTrust MF
CategoryEquity - Flexi Cap FundEquity - Small cap Fund
NAV₹12.12 (17 Sep 2026)₹13.76 (17 Sep 2026)
Rating★★★★★★
BenchmarkNIFTY 500 - TRINifty Smallcap 250 - TRI
Fund ManagerMihir VoraMihir Vora
Inception26 Apr 202404 Nov 2024
Returns
1Y4.14%27.43%
3Y
5Y
Since Inception8.18%18.19%
Risk
15.8022.45
0.990.94
0.050.29
0.1111.41
0.080.54
-11.48%-15.49%
Costs
Expense Ratio3.26%1.56%
Exit Load1% on or before 180D, Nil after 180D1% on or before 180D, Nil after 180D
Min SIP₹1,000₹1,000
Min Lumpsum₹1,000₹1,000
Lock-inNoneNone

Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.

Portfolio Overlap
Trust MF90%
Trust MF90%
9.9%

Only 9.9% of holdings by weight are common between Trust MF and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.

Common holdingTrust MFTrust MF
TREPS 01-Sep-20262.79%4.50%
Lenskart Solutions Ltd.2.46%2.00%
Multi Commodity Exchange Of India Ltd.1.76%2.01%
Dixon Technologies (India) Ltd.2.19%1.73%
One97 Communications Ltd.1.60%1.69%

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