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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 Select Small Cap Series - II - Dividend - Direct Plan | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Sundaram MF | Trust MF |
| Category | Equity - Small cap Fund | Equity - Small cap Fund |
| NAV | ₹12.71 (21 Sep 2018) | ₹13.76 (17 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | BSE Small-Cap | Nifty Smallcap 250 - TRI |
| Fund Manager | S. Krishnakumar | Mihir Vora |
| Inception | 21 Nov 2014 | 04 Nov 2024 |
| Returns | ||
| 1Y | — | 27.43% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | — | 18.19% |
| Risk | ||
| — | 22.45 | |
| — | 0.94 | |
| — | 0.29 | |
| — | 11.41 | |
| — | 0.54 | |
| — | -15.49% | |
| Costs | ||
| Expense Ratio | 2.53% | 1.56% |
| Exit Load | — | 1% on or before 180D, Nil after 180D |
| Min SIP | — | ₹1,000 |
| Min Lumpsum | ₹5,000 | ₹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 MF99%
Trust MF99%
1.1%Only 1.1% 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
Karur Vysya Bank Ltd.1.09%2.38%
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