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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 | Quantum Ethical Fund - Growth - Direct Plan | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Quantum MF | Trust MF |
| Category | Equity - Thematic Fund - Other | Equity - Small cap Fund |
| NAV | ₹9.97 (16 Sep 2026) | ₹13.76 (17 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | Nifty500 Shariah - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Chirag Mehta | Mihir Vora |
| Inception | 20 Dec 2024 | 04 Nov 2024 |
| Returns | ||
| 1Y | -2.92% | 27.43% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | -0.17% | 18.19% |
| Risk | ||
| 14.52 | 22.45 | |
| 0.93 | 0.94 | |
| -0.49 | 0.29 | |
| 0.94 | 11.41 | |
| -0.86 | 0.54 | |
| -10.42% | -15.49% | |
| Costs | ||
| Expense Ratio | 0.87% | 1.56% |
| Exit Load | Nil upto 10% of units and 1% for remaining units on or before 365D, Nil after 365D | 1% on or before 180D, Nil after 180D |
| Min SIP | ₹500 | ₹1,000 |
| Min Lumpsum | ₹500 | ₹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
Quantum MF98%
Trust MF98%
1.7%Only 1.7% of holdings by weight are common between Quantum MF and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingQuantum MFTrust MF
VA Tech Wabag Ltd.3.85%1.71%
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