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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 | Union Active Momentum Fund - Regular Plan - IDCW | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Union MF | Trust MF |
| Category | Equity - Thematic Fund - Other | Equity - Small cap Fund |
| NAV | ₹9.84 (16 Sep 2026) | ₹13.66 (16 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | NIFTY 500 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Gaurav Chopra | Mihir Vora |
| Inception | 19 Dec 2024 | 04 Nov 2024 |
| Returns | ||
| 1Y | 13.89% | 27.43% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | -0.92% | 18.19% |
| Risk | ||
| 20.86 | 22.45 | |
| 1.22 | 0.94 | |
| -0.68 | 0.29 | |
| -11.82 | 11.41 | |
| -0.95 | 0.54 | |
| -18.33% | -15.49% | |
| Costs | ||
| Expense Ratio | 3.87% | 1.56% |
| Exit Load | 1% on or before 1Y, Nil after 1Y | 1% on or before 180D, Nil after 180D |
| Min SIP | ₹500 | ₹1,000 |
| Min Lumpsum | ₹1,000 | ₹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
Union MF84%
Trust MF84%
15.8%Only 15.8% of holdings by weight are common between Union MF and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingUnion MFTrust MF
Welspun Corp Ltd.3.66%2.38%
Ather Energy Ltd.3.28%2.27%
Sansera Engineering Ltd.2.96%2.22%
Sky Gold and Diamonds Ltd.2.80%2.07%
Navin Fluorine International Ltd.2.86%1.84%
Sona BLW Precision Forgings Ltd.2.77%1.78%
Craftsman Automation Ltd.2.91%1.65%
Radico Khaitan Ltd.2.67%1.57%
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