⚖
Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
VS
Key Metrics Comparison
| Metric | HSBC Consumption Fund - Regular Plan - IDCW Payout | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | HSBC MF | Trust MF |
| Category | Equity - Sectoral Fund - Consumption | Equity - Small cap Fund |
| NAV | ₹13.91 (16 Sep 2026) | ₹13.66 (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 | -1.07% | 27.43% |
| 3Y | 14.43% | — |
| 5Y | — | — |
| Since Inception | 14.40% | 18.19% |
| Risk | ||
| 16.39 | 22.45 | |
| 0.97 | 0.94 | |
| 0.46 | 0.29 | |
| 1.09 | 11.41 | |
| 0.80 | 0.54 | |
| -11.71% | -15.49% | |
| Costs | ||
| Expense Ratio | 2.19% | 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%
Category context: Equity vs Equity. Open the full Screener →