58
Small CapHold
TrustMF Small Cap
Trust · Direct–Growth · rank #12 of 36 by Smart Score
Data updated
Trailing returns
1 Year
30.0%
+25.2% vs index
3 Years
—
5 Years
—
Since launch
19.6%
Year-by-year performance
2025
+1.1%+6.7% vs index
2026
+28.8%+19.0% vs index
Why this score
TrustMF Small Cap scores 58/100 — #12 of 36 Small Cap fund (Hold). It stands out for alpha and sharpe ratio — beating 98% of peers on alpha. The main drag is its expense ratio (better than only 7% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
Expense ratio1.56% · 7th percentile in category
Alpha15.77 · 98th percentile in category
Sharpe ratio0.70 · 73rd percentile in category
1Y return29.97% · 98th percentile in category
Sortino ratio0.95 · 76th percentile in category
Volatility18.57 · 34th percentile in category
Top holdings
1.Karur Vysya Bank Ltd2.38%
2.Welspun Corp Ltd2.38%
3.Ather Energy Ltd.2.27%
4.Sansera Engineering Ltd2.22%
5.Sky Gold Ltd2.07%
71 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.