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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 | HSBC Business Cycles Fund - IDCW - Direct Plan | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | HSBC MF | Trust MF |
| Category | Equity - Thematic Fund - Other | Equity - Small cap Fund |
| NAV | ₹25.37 (16 Sep 2026) | ₹13.66 (16 Sep 2026) |
| Rating | ★★★★ | ★★★ |
| Benchmark | NIFTY 500 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Gautam Bhupal | Mihir Vora |
| Inception | 20 Aug 2014 | 04 Nov 2024 |
| Returns | ||
| 1Y | 0.49% | 27.43% |
| 3Y | 14.95% | — |
| 5Y | 14.91% | — |
| Since Inception | 13.68% | 18.19% |
| Risk | ||
| 18.19 | 22.45 | |
| 1.23 | 0.94 | |
| 0.75 | 0.29 | |
| 2.11 | 11.41 | |
| 1.39 | 0.54 | |
| -13.58% | -15.49% | |
| Costs | ||
| Expense Ratio | 1.12% | 1.56% |
| Exit Load | Nil upto 10% of units and 1% for above the limits 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
HSBC MF97%
Trust MF97%
3.4%Only 3.4% of holdings by weight are common between HSBC MF and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingHSBC MFTrust MF
Multi Commodity Exchange Of India Ltd.1.83%2.01%
RBL Bank Ltd.2.20%1.55%
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