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See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
Sundaram MFSundaram Long Term Tax Advantage Fund - Series IV - Regular Plan - IDCW
₹33.13 as on 17 Sep 2026
Key Metrics Comparison
| Metric | Sundaram Long Term Tax Advantage Fund - Series IV - Regular Plan - IDCW | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Sundaram MF | Trust MF |
| Category | Equity - ELSS - Tax Saver Fund | Equity - Small cap Fund |
| NAV | ₹33.13 (17 Sep 2026) | ₹13.76 (17 Sep 2026) |
| Rating | ★★★★ | ★★★ |
| Benchmark | BSE 500 | Nifty Smallcap 250 - TRI |
| Fund Manager | Rohit Seksaria | Mihir Vora |
| Inception | 29 Jun 2018 | 04 Nov 2024 |
| Returns | ||
| 1Y | 5.63% | 27.43% |
| 3Y | 12.28% | — |
| 5Y | 16.34% | — |
| Since Inception | 16.73% | 18.19% |
| Risk | ||
| 17.55 | 22.45 | |
| 1.12 | 0.94 | |
| 0.76 | 0.29 | |
| 4.34 | 11.41 | |
| 1.49 | 0.54 | |
| -13.34% | -15.49% | |
| Costs | ||
| Expense Ratio | 1.22% | 1.56% |
| Exit Load | — | 1% on or before 180D, Nil after 180D |
| Min SIP | — | ₹1,000 |
| Min Lumpsum | ₹500 | ₹1,000 |
| Lock-in | 3 years | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Sundaram MF100%
Trust MF100%
0.0%Only 0.0% 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.
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