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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 Large and Mid Cap Fund - Growth (Adjusted) | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Sundaram MF | Trust MF |
| Category | Equity - Large & Mid Cap Fund | Equity - Small cap Fund |
| NAV | ₹90.95 (16 Sep 2026) | ₹13.66 (16 Sep 2026) |
| Rating | ★★★★ | ★★★ |
| Benchmark | NIFTY LargeMidcap 250 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Madanagopal Ramu | Mihir Vora |
| Inception | 27 Feb 2007 | 04 Nov 2024 |
| Returns | ||
| 1Y | 5.33% | 27.43% |
| 3Y | 12.31% | — |
| 5Y | 10.35% | — |
| Since Inception | 13.88% | 18.19% |
| Risk | ||
| 14.00 | 22.45 | |
| 0.96 | 0.94 | |
| 0.69 | 0.29 | |
| -1.94 | 11.41 | |
| 1.20 | 0.54 | |
| -13.00% | -15.49% | |
| Costs | ||
| Expense Ratio | 2.43% | 1.56% |
| Exit Load | — | 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 MF91%
Trust MF91%
8.8%Only 8.8% 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.4.27%2.00%
Coforge Ltd.2.63%1.79%
TD Power Systems Ltd.3.06%1.72%
One97 Communications Ltd.2.68%1.69%
Radico Khaitan Ltd.5.04%1.57%
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