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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 Mid Cap Fund - Regular Plan - Growth | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Sundaram MF | Trust MF |
| Category | Equity - Mid Cap Fund | Equity - Small cap Fund |
| NAV | ₹1,451.59 (16 Sep 2026) | ₹13.76 (17 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | Nifty Midcap 150 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | S. Bharath | Mihir Vora |
| Inception | 30 Jul 2002 | 04 Nov 2024 |
| Returns | ||
| 1Y | 2.84% | 27.43% |
| 3Y | 16.25% | — |
| 5Y | 14.95% | — |
| Since Inception | 22.89% | 18.19% |
| Risk | ||
| 15.88 | 22.45 | |
| 0.93 | 0.94 | |
| 1.10 | 0.29 | |
| 1.72 | 11.41 | |
| 2.01 | 0.54 | |
| -11.32% | -15.49% | |
| Costs | ||
| Expense Ratio | 1.85% | 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%
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