⚖
Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
VS
Key Metrics Comparison
| Metric | Sundaram Mid Cap Fund - Growth - Direct Plan | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Sundaram MF | Trust MF |
| Category | Equity - Mid Cap Fund | Equity - Small cap Fund |
| NAV | ₹1,600.36 (16 Sep 2026) | ₹13.66 (16 Sep 2026) |
| Rating | ★★★★ | ★★★ |
| Benchmark | Nifty Midcap 150 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | S. Bharath | Mihir Vora |
| Inception | 02 Jan 2013 | 04 Nov 2024 |
| Returns | ||
| 1Y | 3.70% | 27.43% |
| 3Y | 17.22% | — |
| 5Y | 15.93% | — |
| Since Inception | 17.58% | 18.19% |
| Risk | ||
| 15.89 | 22.45 | |
| 0.94 | 0.94 | |
| 1.15 | 0.29 | |
| 2.57 | 11.41 | |
| 2.12 | 0.54 | |
| -11.26% | -15.49% | |
| Costs | ||
| Expense Ratio | 1.05% | 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 MF96%
Trust MF96%
3.6%Only 3.6% 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
Coforge Ltd.2.24%1.79%
Sona BLW Precision Forgings Ltd.1.84%1.78%
Category context: Equity vs Equity. Open the full Screener →