EquitySmall Cap FundDirect · Growth
TRUSTMF SMALL CAP FUND -DIRECT PLAN-GROWTH
Trust · Scheme 152939
₹13.84▲ 0.80%NAV · 2026-09-18
Strong FundScore
AUM
₹2,860 cr
Expense ratio
1.56%
3Y CAGR
—
Risk level
High
Min SIP
₹1,000
Benchmark
Nifty Smallcap 250 TRI
Fund manager: Aakash ManghaniExit load: Exit load of 1%, if redeemed within 180 days.
Strong · 75/100
A high-quality fund that scores well on the factors that matter.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓1Y return: +33.5%
- ✓Alpha vs benchmark: +18.2%
📉 What could drag it down
- •Small Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
- •Sortino ratio: 0.93
FundScore breakdown
75/100 · Strong
Returns
Excellent
Consistency
Average
Risk-adjusted
Average
Downside protection
Strong
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.