Compare Funds

See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.

HS
HSBC MFHSBC Focused Fund - Regular Plan - IDCW PayoutRegular · IDCW
₹17.19 as on 15 Sep 2026
VS
TR
Trust MFTRUSTMF Small Cap Fund - Growth - Direct PlanDirect · Growth
₹13.69 as on 15 Sep 2026
Key Metrics Comparison
MetricHSHSBC Focused Fund - Regular Plan - IDCW PayoutTRTRUSTMF Small Cap Fund - Growth - Direct Plan
Snapshot
AMCHSBC MFTrust MF
CategoryEquity - Focused FundEquity - Small cap Fund
NAV₹17.19 (15 Sep 2026)₹13.69 (15 Sep 2026)
Rating★★★★★★★
BenchmarkNIFTY 500 - TRINifty Smallcap 250 - TRI
Fund ManagerNeelotpal SahaiMihir Vora
Inception22 Jul 202004 Nov 2024
Returns
1Y5.50%28.42%
3Y12.29%
5Y10.62%
Since Inception17.24%18.36%
Risk
14.9622.45
1.020.94
0.680.29
0.6311.38
1.160.53
-12.59%-15.49%
Costs
Expense Ratio2.22%1.56%
Exit LoadNil upto 10% of units and 1% for remaining units on before 1Y1% on or before 180D, Nil after 180D
Min SIP₹500₹1,000
Min Lumpsum₹5,000₹1,000
Lock-inNoneNone

Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.

Portfolio Overlap

Portfolio holdings aren't disclosed for one or both funds, so overlap can't be computed.

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