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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 Infrastructure Fund - IDCW - Direct Plan | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | HSBC MF | Trust MF |
| Category | Equity - Sectoral Fund - Infrastructure | Equity - Small cap Fund |
| NAV | ₹39.88 (16 Sep 2026) | ₹13.66 (16 Sep 2026) |
| Rating | ★★★★ | ★★★ |
| Benchmark | Nifty Infrastructure - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Venugopal Manghat | Mihir Vora |
| Inception | 01 Jan 2013 | 04 Nov 2024 |
| Returns | ||
| 1Y | 4.57% | 27.43% |
| 3Y | 14.45% | — |
| 5Y | 17.27% | — |
| Since Inception | 16.74% | 18.19% |
| Risk | ||
| 19.43 | 22.45 | |
| 1.06 | 0.94 | |
| 0.86 | 0.29 | |
| 1.27 | 11.41 | |
| 1.71 | 0.54 | |
| -13.58% | -15.49% | |
| Costs | ||
| Expense Ratio | 1.08% | 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 MF98%
Trust MF98%
1.7%Only 1.7% 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
TD Power Systems Ltd.2.88%1.72%
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