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See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
Sundaram MFSundaram Financial Services Opportunities Fund - IDCW - Direct Plan
₹33.24 as on 15 Sep 2026
Key Metrics Comparison
| Metric | Sundaram Financial Services Opportunities Fund - IDCW - Direct Plan | TRUSTMF Small Cap Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Sundaram MF | Trust MF |
| Category | Equity - Sectoral Fund - Banks & Financial Services | Equity - Small cap Fund |
| NAV | ₹33.24 (15 Sep 2026) | ₹13.69 (15 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | Nifty Financial Services - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Rohit Seksaria | Mihir Vora |
| Inception | 02 Jan 2013 | 04 Nov 2024 |
| Returns | ||
| 1Y | 7.04% | 28.42% |
| 3Y | 11.95% | — |
| 5Y | 13.79% | — |
| Since Inception | 13.42% | 18.36% |
| Risk | ||
| 14.62 | 22.45 | |
| 0.94 | 0.94 | |
| 0.78 | 0.29 | |
| 5.64 | 11.38 | |
| 1.47 | 0.53 | |
| -15.20% | -15.49% | |
| Costs | ||
| Expense Ratio | 0.92% | 1.56% |
| Exit Load | 0.50% on or before 30D, Nil after 30D | 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
Portfolio holdings aren't disclosed for one or both funds, so overlap can't be computed.
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