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See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
Sundaram MFSundaram Large and Mid Cap Fund - Growth - Direct Plan (Adjusted)
₹103.56 as on 16 Sep 2026
Key Metrics Comparison
| Metric | Sundaram Large and Mid Cap Fund - Growth - Direct Plan (Adjusted) | TRUSTMF Small Cap Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Sundaram MF | Trust MF |
| Category | Equity - Large & Mid Cap Fund | Equity - Small cap Fund |
| NAV | ₹103.56 (16 Sep 2026) | ₹13.65 (16 Sep 2026) |
| Rating | ★★★★ | ★★★ |
| Benchmark | NIFTY LargeMidcap 250 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Madanagopal Ramu | Mihir Vora |
| Inception | 02 Jan 2013 | 04 Nov 2024 |
| Returns | ||
| 1Y | 7.41% | 28.42% |
| 3Y | 13.56% | — |
| 5Y | 11.67% | — |
| Since Inception | 17.12% | 18.36% |
| Risk | ||
| 14.01 | 22.45 | |
| 0.96 | 0.94 | |
| 0.76 | 0.29 | |
| -0.87 | 11.38 | |
| 1.35 | 0.53 | |
| -12.92% | -15.49% | |
| Costs | ||
| Expense Ratio | 1.42% | 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
Portfolio holdings aren't disclosed for one or both funds, so overlap can't be computed.
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