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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 & Mid Cap Fund - Growth - Direct Plan | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | HSBC MF | Trust MF |
| Category | Equity - Large & Mid Cap Fund | Equity - Small cap Fund |
| NAV | ₹32.43 (16 Sep 2026) | ₹13.66 (16 Sep 2026) |
| Rating | ★★★★★ | ★★★ |
| Benchmark | NIFTY LargeMidcap 250 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Cheenu Gupta | Mihir Vora |
| Inception | 28 Mar 2019 | 04 Nov 2024 |
| Returns | ||
| 1Y | 7.21% | 27.43% |
| 3Y | 16.82% | — |
| 5Y | 13.91% | — |
| Since Inception | 17.04% | 18.19% |
| Risk | ||
| 17.58 | 22.45 | |
| 1.11 | 0.94 | |
| 0.85 | 0.29 | |
| 1.83 | 11.41 | |
| 1.46 | 0.54 | |
| -15.57% | -15.49% | |
| Costs | ||
| Expense Ratio | 1.44% | 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 MF94%
Trust MF94%
5.8%Only 5.8% 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.3.19%2.27%
Lenskart Solutions Ltd.4.68%2.00%
Radico Khaitan Ltd.2.30%1.57%
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