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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 Small Cap Fund - Growth - Direct Plan | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Quantum MF | Trust MF |
| Category | Equity - Small cap Fund | Equity - Small cap Fund |
| NAV | ₹13.94 (16 Sep 2026) | ₹13.76 (17 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | BSE 250 Small Cap - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Chirag Mehta | Mihir Vora |
| Inception | 03 Nov 2023 | 04 Nov 2024 |
| Returns | ||
| 1Y | 7.56% | 27.43% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | 12.27% | 18.19% |
| Risk | ||
| 15.91 | 22.45 | |
| 0.71 | 0.94 | |
| 0.29 | 0.29 | |
| 0.56 | 11.41 | |
| 0.56 | 0.54 | |
| -12.13% | -15.49% | |
| Costs | ||
| Expense Ratio | 0.85% | 1.56% |
| Exit Load | Nil upto 10% of units and 1% for remaining units on or before 180D, Nil after 180D | 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%
2.4%Only 2.4% 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
Karur Vysya Bank Ltd.2.86%2.38%
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