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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 Midcap Fund - Regular Plan - IDCW Payout | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | HSBC MF | Trust MF |
| Category | Equity - Mid Cap Fund | Equity - Small cap Fund |
| NAV | ₹79.56 (16 Sep 2026) | ₹13.66 (16 Sep 2026) |
| Rating | ★★★★★ | ★★★ |
| Benchmark | Nifty Midcap 150 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Cheenu Gupta | Mihir Vora |
| Inception | 09 Aug 2004 | 04 Nov 2024 |
| Returns | ||
| 1Y | 14.74% | 27.43% |
| 3Y | 21.62% | — |
| 5Y | 16.81% | — |
| Since Inception | 18.81% | 18.19% |
| Risk | ||
| 18.69 | 22.45 | |
| 1.05 | 0.94 | |
| 1.03 | 0.29 | |
| 1.86 | 11.41 | |
| 1.77 | 0.54 | |
| -17.22% | -15.49% | |
| Costs | ||
| Expense Ratio | 2.25% | 1.56% |
| Exit Load | Nil upto 10% of units and 1% for above the limits 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 MF92%
Trust MF92%
7.7%Only 7.7% 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
Ather Energy Ltd.3.57%2.27%
Lenskart Solutions Ltd.4.81%2.00%
Navin Fluorine International Ltd.2.06%1.84%
Radico Khaitan Ltd.2.70%1.57%
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