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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 Financial Services Opportunities Fund - IDCW | 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 | ₹28.82 (16 Sep 2026) | ₹13.65 (16 Sep 2026) |
| Rating | ★★ | ★★★ |
| Benchmark | Nifty Financial Services - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Rohit Seksaria | Mihir Vora |
| Inception | 10 Jun 2008 | 04 Nov 2024 |
| Returns | ||
| 1Y | 6.69% | 27.33% |
| 3Y | 10.85% | — |
| 5Y | 12.13% | — |
| Since Inception | 13.81% | 18.15% |
| Risk | ||
| 14.60 | 22.45 | |
| 0.94 | 0.94 | |
| 0.69 | 0.29 | |
| 4.28 | 11.38 | |
| 1.28 | 0.53 | |
| -15.29% | -15.49% | |
| Costs | ||
| Expense Ratio | 2.19% | 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
Sundaram MF98%
Trust MF98%
1.7%Only 1.7% 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
One97 Communications Ltd.3.09%1.69%
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