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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 Business Cycle Fund - Growth - Direct Plan | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Union MF | Trust MF |
| Category | Equity - Thematic Fund - Other | Equity - Small cap Fund |
| NAV | ₹11.83 (16 Sep 2026) | ₹13.66 (16 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | NIFTY 500 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Harshad Patwardhan | Mihir Vora |
| Inception | 05 Mar 2024 | 04 Nov 2024 |
| Returns | ||
| 1Y | 1.55% | 27.43% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | 6.86% | 18.19% |
| Risk | ||
| 15.37 | 22.45 | |
| 1.03 | 0.94 | |
| 0.11 | 0.29 | |
| -0.02 | 11.41 | |
| 0.19 | 0.54 | |
| -12.74% | -15.49% | |
| Costs | ||
| Expense Ratio | 1.89% | 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
Portfolio holdings aren't disclosed for one or both funds, so overlap can't be computed.
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