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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 | TRUSTMF Multi Cap Fund - Growth - Direct Plan | Kotak Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Trust MF | Kotak MF |
| Category | Equity - Multi Cap Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹11.51 (30 Oct 2026) | ₹17.44 (30 Oct 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | Nifty500 Multicap 50:25:25 - TRI | Nifty Healthcare Index - TRI |
| Fund Manager | Mihir Vora | Dhananjay Tikariha |
| Inception | 21 Jul 2025 | 11 Dec 2023 |
| Returns | ||
| 1Y | 9.51% | 23.31% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | 11.64% | 21.25% |
| Risk | ||
| 14.74 | 14.88 | |
| 1.02 | 0.99 | |
| 0.62 | 1.02 | |
| 14.30 | 3.82 | |
| 1.17 | 2.12 | |
| -11.08% | -11.03% | |
| Costs | ||
| Expense Ratio | 1.81% | 1.04% |
| Exit Load | 1% on or before 180D, Nil after 180D | 0.50% on or before 30D, Nil after 30D |
| Min SIP | ₹1,000 | ₹100 |
| Min Lumpsum | ₹1,000 | ₹100 |
| Lock-in | None | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Trust MF98%
Kotak MF98%
2.0%Only 2.0% of holdings by weight are common between Trust MF and Kotak MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingTrust MFKotak MF
Laurus Labs Ltd.1.96%2.88%
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