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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 Consumption Fund - Growth - Direct Plan | TRUSTMF Small Cap Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | HSBC MF | Trust MF |
| Category | Equity - Sectoral Fund - Consumption | Equity - Small cap Fund |
| NAV | ₹15.69 (16 Sep 2026) | ₹13.65 (16 Sep 2026) |
| Rating | ★★★★ | ★★★ |
| Benchmark | Nifty India Consumption - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Anish Goenka | Mihir Vora |
| Inception | 31 Aug 2023 | 04 Nov 2024 |
| Returns | ||
| 1Y | 0.21% | 27.33% |
| 3Y | 15.97% | — |
| 5Y | — | — |
| Since Inception | 15.94% | 18.15% |
| Risk | ||
| 16.42 | 22.45 | |
| 0.97 | 0.94 | |
| 0.54 | 0.29 | |
| 2.44 | 11.38 | |
| 0.95 | 0.53 | |
| -11.62% | -15.49% | |
| Costs | ||
| Expense Ratio | 0.86% | 1.56% |
| Exit Load | Nil upto 10% of units and 1% for remaining units on or before 90D, Nil after 90D | 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 MF91%
Trust MF91%
9.2%Only 9.2% 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
Ather Energy Ltd.3.66%2.27%
Multi Commodity Exchange Of India Ltd.2.60%2.01%
Dixon Technologies (India) Ltd.2.55%1.73%
Craftsman Automation Ltd.2.51%1.65%
Radico Khaitan Ltd.4.79%1.57%
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