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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
VS
Key Metrics Comparison
| Metric | Sundaram Infrastructure Advantage Fund - Growth | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Sundaram MF | Trust MF |
| Category | Equity - Sectoral Fund - Infrastructure | Equity - Small cap Fund |
| NAV | ₹97.30 (16 Sep 2026) | ₹13.76 (17 Sep 2026) |
| Rating | ★★★★ | ★★★ |
| Benchmark | Nifty Infrastructure - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Siddarth Mohta | Mihir Vora |
| Inception | 29 Sep 2005 | 04 Nov 2024 |
| Returns | ||
| 1Y | 1.25% | 27.43% |
| 3Y | 13.95% | — |
| 5Y | 14.24% | — |
| Since Inception | 11.46% | 18.19% |
| Risk | ||
| 16.40 | 22.45 | |
| 0.97 | 0.94 | |
| 0.99 | 0.29 | |
| 1.94 | 11.41 | |
| 1.92 | 0.54 | |
| -10.87% | -15.49% | |
| Costs | ||
| Expense Ratio | 2.30% | 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 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
TD Power Systems Ltd.1.90%1.72%
Craftsman Automation Ltd.1.85%1.65%
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