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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 Equity Fund - Regular Plan - IDCW | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Sundaram MF | Trust MF |
| Category | Equity - Multi Cap Fund | Equity - Small cap Fund |
| NAV | ₹15.46 (31 Dec 2021) | ₹13.66 (16 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | Nifty500 Multicap 50:25:25 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | S. Bharath | Mihir Vora |
| Inception | 06 Sep 2019 | 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 | 2.52% | 1.56% |
| Exit Load | Nil upto 25% of units and 1% for remaining units of or before 365D, Nil after 365D | 1% on or before 180D, Nil after 180D |
| Min SIP | ₹100 | ₹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 MF97%
Trust MF97%
3.4%Only 3.4% 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
Navin Fluorine International Ltd.2.64%1.84%
Radico Khaitan Ltd.1.79%1.57%
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