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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 | Samco Active Momentum Fund - Regular Plan - Growth | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Samco MF | Trust MF |
| Category | Equity - Thematic Fund - Other | Equity - Small cap Fund |
| NAV | ₹15.18 (16 Sep 2026) | ₹13.66 (16 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | NIFTY 500 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Umeshkumar Mehta | Mihir Vora |
| Inception | 05 Jul 2023 | 04 Nov 2024 |
| Returns | ||
| 1Y | 10.96% | 27.43% |
| 3Y | 13.26% | — |
| 5Y | — | — |
| Since Inception | 13.92% | 18.19% |
| Risk | ||
| 15.94 | 22.45 | |
| 0.86 | 0.94 | |
| 0.27 | 0.29 | |
| -1.22 | 11.41 | |
| 0.61 | 0.54 | |
| -7.77% | -15.49% | |
| Costs | ||
| Expense Ratio | 3.37% | 1.56% |
| Exit Load | 1% on or before 30D, NIL after 30D | 1% on or before 180D, Nil after 180D |
| Min SIP | ₹250 | ₹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
Samco MF88%
Trust MF88%
12.2%Only 12.2% of holdings by weight are common between Samco MF and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingSamco MFTrust MF
Welspun Corp Ltd.3.41%2.38%
Ather Energy Ltd.3.89%2.27%
Sansera Engineering Ltd.2.86%2.22%
Sky Gold and Diamonds Ltd.2.36%2.07%
TD Power Systems Ltd.2.46%1.72%
Honasa Consumer Ltd.2.10%1.53%
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