Compare Funds

See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.

SU
Sundaram MFSundaram Select Focus - GrowthGrowth
₹264.97 as on 24 Dec 2021
VS
TR
Trust MFTRUSTMF Small Cap Fund - Growth - Direct PlanDirect · Growth
₹13.65 as on 16 Sep 2026
Key Metrics Comparison
MetricSUSundaram Select Focus - GrowthTRTRUSTMF Small Cap Fund - Growth - Direct Plan
Snapshot
AMCSundaram MFTrust MF
CategoryEquity - Focused FundEquity - Small cap Fund
NAV₹264.97 (24 Dec 2021)₹13.65 (16 Sep 2026)
Rating★★★★★★
BenchmarkNIFTY 500 - TRINifty Smallcap 250 - TRI
Fund ManagerRahul BaijalMihir Vora
Inception30 Jul 200204 Nov 2024
Returns
1Y28.42%
3Y
5Y
Since Inception18.36%
Risk
22.45
0.94
0.29
11.38
0.53
-15.49%
Costs
Expense Ratio2.27%1.56%
Exit LoadNil upto 25% of units and 1% for remaining units of or before 365D, Nil after 365D1% on or before 180D, Nil after 180D
Min SIP₹100₹1,000
Min Lumpsum₹100₹1,000
Lock-inNoneNone

Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.

Portfolio Overlap

Portfolio holdings aren't disclosed for one or both funds, so overlap can't be computed.

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