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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 - IDCW - Direct Plan | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Sundaram MF | Trust MF |
| Category | Equity - Large & Mid Cap Fund | Equity - Small cap Fund |
| NAV | ₹35.88 (17 Sep 2026) | ₹13.76 (17 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 | 6.52% | 27.29% |
| 3Y | 13.64% | — |
| 5Y | 11.78% | — |
| Since Inception | 14.79% | 18.63% |
| Risk | ||
| 14.02 | 22.45 | |
| 0.96 | 0.94 | |
| 0.76 | 0.29 | |
| -0.89 | 11.41 | |
| 1.35 | 0.54 | |
| -12.92% | -15.49% | |
| Costs | ||
| Expense Ratio | 1.42% | 1.56% |
| Exit Load | Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D | 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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