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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 Cap Fund - IDCW - Direct Plan | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Sundaram MF | Trust MF |
| Category | Equity - Large Cap Fund | Equity - Small cap Fund |
| NAV | ₹15.95 (16 Sep 2026) | ₹13.66 (16 Sep 2026) |
| Rating | ★ | ★★★ |
| Benchmark | NIFTY 100 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Ashwin Jain | Mihir Vora |
| Inception | 08 Oct 2020 | 04 Nov 2024 |
| Returns | ||
| 1Y | -3.80% | 27.43% |
| 3Y | 6.42% | — |
| 5Y | 7.29% | — |
| Since Inception | 14.15% | 18.19% |
| Risk | ||
| 11.46 | 22.45 | |
| 0.89 | 0.94 | |
| 0.52 | 0.29 | |
| -0.47 | 11.41 | |
| 0.94 | 0.54 | |
| -11.66% | -15.49% | |
| Costs | ||
| Expense Ratio | 0.82% | 1.56% |
| Exit Load | Nil upto 25% of units and 1% for remaining units on or before 1Y, Nil after 1Y | 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
Craftsman Automation Ltd.4.00%1.65%
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