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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 | Sundaram Business Cycle Fund - Regular Plan - IDCW | TRUSTMF Small Cap Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Sundaram MF | Trust MF |
| Category | Equity - Thematic Fund - Other | Equity - Small cap Fund |
| NAV | ₹11.16 (16 Sep 2026) | ₹13.65 (16 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | NIFTY 500 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Madanagopal Ramu | Mihir Vora |
| Inception | 25 Jun 2024 | 04 Nov 2024 |
| Returns | ||
| 1Y | -0.35% | 27.33% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | 5.06% | 18.15% |
| Risk | ||
| 15.37 | 22.45 | |
| 1.01 | 0.94 | |
| -0.21 | 0.29 | |
| 0.42 | 11.38 | |
| -0.36 | 0.53 | |
| -13.75% | -15.49% | |
| Costs | ||
| Expense Ratio | 2.62% | 1.56% |
| Exit Load | 1% on or before 365D, Nil after 365D | 1% on or before 180D, Nil after 180D |
| Min SIP | ₹1,000 | ₹1,000 |
| Min Lumpsum | ₹100 | ₹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
Sundaram MF93%
Trust MF93%
7.0%Only 7.0% of holdings by weight are common between Sundaram MF and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingSundaram MFTrust MF
Lenskart Solutions Ltd.2.99%2.00%
TD Power Systems Ltd.4.19%1.72%
One97 Communications Ltd.2.83%1.69%
Radico Khaitan Ltd.5.23%1.57%
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