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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 Large Cap Fund - IDCW Payout | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | HSBC MF | Trust MF |
| Category | Equity - Large Cap Fund | Equity - Small cap Fund |
| NAV | ₹41.04 (16 Sep 2026) | ₹13.66 (16 Sep 2026) |
| Rating | ★★ | ★★★ |
| Benchmark | NIFTY 100 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Neelotpal Sahai | Mihir Vora |
| Inception | 10 Dec 2002 | 04 Nov 2024 |
| Returns | ||
| 1Y | -3.10% | 27.43% |
| 3Y | 7.86% | — |
| 5Y | 7.56% | — |
| Since Inception | 17.46% | 18.19% |
| Risk | ||
| 12.78 | 22.45 | |
| 0.97 | 0.94 | |
| 0.57 | 0.29 | |
| 0.45 | 11.41 | |
| 0.96 | 0.54 | |
| -12.57% | -15.49% | |
| Costs | ||
| Expense Ratio | 2.36% | 1.56% |
| Exit Load | Nil upto 10% of investment and 1% for remaining investment 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 MF100%
Trust MF100%
0.0%Only 0.0% 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.
Category context: Equity vs Equity. Open the full Screener →