⚖
Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
VS
Key Metrics Comparison
| Metric | HDFC Technology Fund - Regular Plan - IDCW | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | HDFC MF | Trust MF |
| Category | Equity - Sectoral Fund - Technology | Equity - Small cap Fund |
| NAV | ₹11.48 (16 Sep 2026) | ₹13.66 (16 Sep 2026) |
| Rating | ★ | ★★★ |
| Benchmark | BSE TECk Index - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Balakumar B | Mihir Vora |
| Inception | 08 Sep 2023 | 04 Nov 2024 |
| Returns | ||
| 1Y | -15.25% | 27.43% |
| 3Y | 4.20% | — |
| 5Y | — | — |
| Since Inception | 4.63% | 18.19% |
| Risk | ||
| 19.23 | 22.45 | |
| 1.05 | 0.94 | |
| 0.03 | 0.29 | |
| -2.63 | 11.41 | |
| 0.06 | 0.54 | |
| -16.19% | -15.49% | |
| Costs | ||
| Expense Ratio | 2.15% | 1.56% |
| Exit Load | 1% on or before 30D, Nil after 30D | 1% on or before 180D, Nil after 180D |
| Min SIP | ₹100 | ₹1,000 |
| Min Lumpsum | ₹100 | ₹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
HDFC MF98%
Trust MF98%
1.8%Only 1.8% of holdings by weight are common between HDFC MF and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingHDFC MFTrust MF
Coforge Ltd.4.78%1.79%
Category context: Equity vs Equity. Open the full Screener →