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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 Multi-Factor Fund - IDCW - Direct Plan | TRUSTMF Small Cap Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Sundaram MF | Trust MF |
| Category | Equity - Thematic Fund - Other | Equity - Small cap Fund |
| NAV | ₹9.64 (16 Sep 2026) | ₹13.65 (16 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | BSE 200 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Rohit Seksaria | Mihir Vora |
| Inception | 22 Jul 2025 | 04 Nov 2024 |
| Returns | ||
| 1Y | -5.62% | 27.33% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | -3.16% | 18.15% |
| Risk | ||
| 13.83 | 22.45 | |
| 1.00 | 0.94 | |
| -0.34 | 0.29 | |
| 3.24 | 11.38 | |
| -0.50 | 0.53 | |
| -12.09% | -15.49% | |
| Costs | ||
| Expense Ratio | 1.46% | 1.56% |
| Exit Load | 1% 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 MF98%
Trust MF98%
2.0%Only 2.0% 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.
Common holdingSundaram MFTrust MF
Multi Commodity Exchange Of India Ltd.3.05%2.01%
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