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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 Small Cap Equity Fund - Growth - Direct Plan | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | HSBC MF | Trust MF |
| Category | Equity - Small cap Fund | Equity - Small cap Fund |
| NAV | ₹90.74 (25 Nov 2022) | ₹13.66 (16 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | BSE 250 Small Cap - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Ankur Arora | Mihir Vora |
| Inception | 01 Jan 2013 | 04 Nov 2024 |
| Returns | ||
| 1Y | — | 27.43% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | — | 18.19% |
| Risk | ||
| — | 22.45 | |
| — | 0.94 | |
| — | 0.29 | |
| — | 11.41 | |
| — | 0.54 | |
| — | -15.49% | |
| Costs | ||
| Expense Ratio | 1.09% | 1.56% |
| Exit Load | 1% on or before 1Y, Nil after 1Y | 1% on or before 180D, Nil after 180D |
| Min SIP | — | ₹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 MF93%
Trust MF93%
7.2%Only 7.2% 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
Multi Commodity Exchange Of India Ltd.2.56%2.01%
Navin Fluorine International Ltd.2.27%1.84%
Dixon Technologies (India) Ltd.3.76%1.73%
Radico Khaitan Ltd.4.16%1.57%
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