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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 India Export Opportunities Fund - IDCW Payout - 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 | ₹11.84 (17 Sep 2026) | ₹13.76 (17 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | NIFTY 500 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Abhishek Gupta | Mihir Vora |
| Inception | 25 Sep 2024 | 04 Nov 2024 |
| Returns | ||
| 1Y | 17.26% | 27.43% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | 8.69% | 18.19% |
| Risk | ||
| 16.18 | 22.45 | |
| 1.00 | 0.94 | |
| -0.18 | 0.29 | |
| 3.14 | 11.41 | |
| -0.31 | 0.54 | |
| -11.31% | -15.49% | |
| Costs | ||
| Expense Ratio | 1.05% | 1.56% |
| Exit Load | Nil upto 10% of units and 1% for remaining units 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 MF96%
Trust MF96%
3.7%Only 3.7% 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
Lenskart Solutions Ltd.2.61%2.00%
TD Power Systems Ltd.2.32%1.72%
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