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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 | UTI Mid Cap Fund - Regular Plan - IDCW | TRUSTMF Small Cap Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | UTI MF | Trust MF |
| Category | Equity - Mid Cap Fund | Equity - Small cap Fund |
| NAV | ₹145.71 (16 Sep 2026) | ₹13.65 (16 Sep 2026) |
| Rating | ★ | ★★★ |
| Benchmark | Nifty Midcap 150 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Vishal Chopda | Mihir Vora |
| Inception | 07 Apr 2004 | 04 Nov 2024 |
| Returns | ||
| 1Y | 0.58% | 27.33% |
| 3Y | 9.93% | — |
| 5Y | 10.22% | — |
| Since Inception | 16.97% | 18.15% |
| Risk | ||
| 16.10 | 22.45 | |
| 0.94 | 0.94 | |
| 0.70 | 0.29 | |
| -4.25 | 11.38 | |
| 1.29 | 0.53 | |
| -10.94% | -15.49% | |
| Costs | ||
| Expense Ratio | 1.97% | 1.56% |
| Exit Load | 1% on or before 1Y, Nil after 1Y | 1% on or before 180D, Nil after 180D |
| Min SIP | ₹500 | ₹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
UTI MF98%
Trust MF98%
1.8%Only 1.8% of holdings by weight are common between UTI MF and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingUTI MFTrust MF
Coforge Ltd.3.26%1.79%
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