TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH

  • Scheme Category:  
  • Equity Scheme >  
  • Small Cap Fund
NAV: ₹ 13.58 ↓ -0.44%
[as on 1 September, 2026]

NAV chart

SMA (Simple Moving Average)

  • 50 SMA
  • 100 SMA
  • 200 SMA
  • 400 SMA

Returns

CAGR returns till date

CAGR returns of TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH and its peers as on 1 September, 2026
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH 26.92% -0.44% 0.59% 6.01% 13.93% 31.59%----
SBI Small Cap Fund - Regular Plan - Growth 11.33% -0.4% 0.85% 5.76% 12.47% 9.84% 11.96% 14.37% 21.27% 17.93%
ICICI Prudential Small Cap Fund - Growth 6.68% -0.26% 0.05% 2.19% 8.18% 4.68% 10.73% 14.04% 21.38% 15.09%
ICICI Prudential Smallcap Fund - Institutional Growth -28.27% -2.15% -3.12% 12.01% -32.4% -24.86% -9.74% -2.4% 6.81% 6.74%
HDFC Small Cap Fund - Growth Option 1.04% 0.01% 0.24% 0.07% 6.3% -0.58% 10.38% 15.08% 20.74% 16.49%
Nippon India Small Cap Fund - Growth Plan - Growth Option 11.58% -0.53% -0.13% 3.08% 8.42% 11.14% 14.93% 19.02% 26.88% 20.34%

Discrete returns (yearly)

Year2016201720182019202020212022202320242025
Returns--------- -1.38%

Discrete returns (monthly)

MonthNov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026
Returns -0.37% -1.93% -5.61% 0.78% -7.71% 14.99% 5.02% 6.71% 0.31% 6.48%

Portfolio

Asset allocation

EquityDebtRealestateCommoditiesCash & Equivalents
96.19% 0.00% (Arbitrage: 0.00%) 0.00% 0.00% 3.81%

Equity

NameSymbol / ISINSectorWeight %Other links
Laurus Labs LimitedLAURUSLABS (INE947Q01028)Pharmaceuticals & Biotechnology2.72%
Karur Vysya Bank LimitedKARURVYSYA (INE036D01028)Banks2.62%
Sansera Engineering LimitedSANSERA (INE953O01021)Auto Components2.34%
Coforge LimitedCOFORGE (INE591G01025)IT - Software2.14%
The Federal Bank LimitedFEDERALBNK (INE171A01029)Banks2.14%
Shadowfax Technologies LimitedSHADOWFAX (INE12UN01015)Transport Services2.06%
Lenskart Solutions LimitedLENSKART (INE956O01016)Retailing2.04%
City Union Bank LimitedCUB (INE491A01021)Banks1.89%
Gabriel India LimitedGABRIEL (INE524A01029)Auto Components1.86%
Multi Commodity Exchange of India LimitedMCX (INE745G01043)Capital Markets1.85%
Radico Khaitan LimitedRADICO (INE944F01028)Beverages1.82%
Craftsman Automation LimitedCRAFTSMAN (INE00LO01017)Auto Components1.75%
Kirloskar Oil Engines LimitedKIRLOSENG (INE146L01010)Industrial Products1.71%
Sky Gold And Diamonds LimitedSKYGOLD (INE01IU01018)Consumer Durables1.70%
Syrma SGS Technology LimitedSYRMA (INE0DYJ01015)Industrial Manufacturing1.62%
Sai Life Sciences LimitedSAILIFE (INE570L01029)Pharmaceuticals & Biotechnology1.60%
Aster DM Quality Care LimitedASTERDM (INE914M01019)Healthcare Services1.58%
R R Kabel LimitedRRKABEL (INE777K01022)Industrial Products1.55%
S.J.S. Enterprises LimitedSJS (INE284S01014)Auto Components1.55%
Welspun Corp LimitedWELCORP (INE191B01025)Industrial Products1.54%
Honasa Consumer LimitedHONASA (INE0J5401028)Personal Products1.53%
Ather Energy LimitedATHERENERG (INE0LEZ01016)Automobiles1.50%
PNB Housing Finance LimitedPNBHOUSING (INE572E01012)Finance1.50%
Shaily Engineering Plastics LimitedSHAILY (INE151G01028)Consumer Durables1.49%
SPR Auto Technologies LtdSHRIPISTON (INE526E01018)Auto Components1.46%
Nippon Life India Asset Management LimitedNAM-INDIA (INE298J01013)Capital Markets1.45%
Navin Fluorine International LimitedNAVINFLUOR (INE048G01026)Chemicals & Petrochemicals1.41%
RBL Bank LimitedRBLBANK (INE976G01028)Banks1.41%
PhysicsWallah LimitedPWL (INE0LP301011)Other Consumer Services1.41%
Clean Max Enviro Energy Solutions LimitedCLEANMAX (INE647U01026)Power1.40%
Senores Pharmaceuticals LimitedSENORES (INE0RB801010)Pharmaceuticals & Biotechnology1.39%
Aditya Infotech LimitedCPPLUS (INE819V01029)Industrial Manufacturing1.38%
Dixon Technologies (India) LimitedDIXON (INE935N01020)Consumer Durables1.37%
Arvind LimitedARVIND (INE034A01011)Textiles & Apparels1.37%
Ujjivan Small Finance Bank LimitedUJJIVANSFB (INE551W01018)Banks1.33%
Granules India LimitedGRANULES (INE101D01020)Pharmaceuticals & Biotechnology1.33%
Aditya Birla Capital LimitedABCAPITAL (INE674K01013)Finance1.31%
Sona BLW Precision Forgings LimitedSONACOMS (INE073K01018)Auto Components1.29%
Inox India LimitedINOXINDIA (INE616N01034)Industrial Products1.29%
Delhivery LimitedDELHIVERY (INE148O01028)Transport Services1.27%
Privi Speciality Chemicals LimitedPRIVISCL (INE959A01019)Chemicals & Petrochemicals1.24%
Billionbrains Garage Ventures LtdGROWW (INE0HOQ01053)Capital Markets1.24%
Cemindia Projects LtdCEMPRO (INE686A01026)Construction1.21%
Amber Enterprises India LimitedAMBER (INE371P01015)Consumer Durables1.20%
Aeroflex Industries LimitedAEROFLEX (INE024001021)Industrial Products1.20%
Cartrade Tech LimitedCARTRADE (INE290S01011)Retailing1.19%
Solar Industries India LimitedSOLARINDS (INE343H01029)Chemicals & Petrochemicals1.16%
L&T Finance LimitedLTF (INE498L01015)Finance1.14%
Neuland Laboratories LimitedNEULANDLAB (INE794A01010)Pharmaceuticals & Biotechnology1.14%
Firstsource Solutions LimitedFSL (INE684F01012)Commercial Services & Supplies1.13%
Anand Rathi Wealth LimitedANANDRATHI (INE463V01026)Capital Markets1.11%
VA Tech Wabag LimitedWABAG (INE956G01038)Other Utilities1.09%
Manappuram Finance LimitedMANAPPURAM (INE522D01027)Finance1.08%
Rubicon Research LimitedRUBICON (INE506V01022)Pharmaceuticals & Biotechnology1.08%
Le Travenues Technology LtdIXIGO (INE0HV901016)Leisure Services1.07%
Piramal Finance LimitedPIRAMALFIN (INE202B01038)Finance1.05%
Wework India Management LimitedWEWORK (INE085001019)Commercial Services & Supplies0.97%
Acutaas Chemicals LimitedACUTAAS (INE00FF01025)Pharmaceuticals & Biotechnology0.93%
Bluestone Jewellery and Lifestyle LimitedBLUESTONE (INE304W01038)Consumer Durables0.92%
Avalon Technologies LimitedAVALON (INE0LCL01028)Electrical Equipment0.88%
Data Patterns (India) LimitedDATAPATTNS (INE0IX101010)Aerospace & Defense0.88%
Krishna Institute Of Medical Sciences LimitedKIMS (INE967H01025)Healthcare Services0.86%
Deepak Fertilizers and Petrochemicals Corporation LimitedDEEPAKFERT (INE501A01019)Chemicals & Petrochemicals0.83%
Paras Defence and Space Technologies LimitedPARAS (INE045601023)Aerospace & Defense0.80%
Zen Technologies LimitedZENTEC (INE251B01027)Aerospace & Defense0.79%
CCL Products (India) LimitedCCL (INE421D01022)Agricultural Food & other Products0.74%DCF
eClerx Services LimitedECLERX (INE738I01010)Commercial Services & Supplies0.71%
Thangamayil Jewellery LimitedTHANGAMAYL (INE085J01014)Consumer Durables0.70%
Diamond Power Infra LimitedDIACABS (INE989C01038)Electrical Equipment0.57%
Paradeep Phosphates LimitedPARADEEP (INE088F01024)Fertilizers & Agrochemicals0.56%
GNG Electronics LtdEBGNG (INE18JU01028)IT - Hardware0.42%
MTAR Technologies LimitedMTARTECH (INE864I01014)Electrical Equipment0.33%

Debt

NameRatingWeight %
Portfolio data is as on date 31 July, 2026

NAV history

TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH - 30 days NAV (Net asset value) history

DateNAV% change
1 September, 202613.58 -0.44%
31 August, 202613.64 0.29%
28 August, 202613.60 0%
27 August, 202613.60 0.07%
26 August, 202613.59 0.67%
25 August, 202613.50 -0.22%
24 August, 202613.53 -0.15%
21 August, 202613.55 0.74%
20 August, 202613.45 0.45%
19 August, 202613.39 -0.37%
18 August, 202613.44 0.83%
17 August, 202613.33 0.38%
14 August, 202613.28 -0.08%
13 August, 202613.29 -0.45%
12 August, 202613.35 0.6%
11 August, 202613.27 0.38%
10 August, 202613.22 0.46%
7 August, 202613.16 0%
6 August, 202613.16 -0.08%
5 August, 202613.17 1.07%
4 August, 202613.03 0.46%
3 August, 202612.97 1.25%
31 July, 202612.81 0.71%
30 July, 202612.72 -0.86%
29 July, 202612.83 0.55%
28 July, 202612.76 -0.62%
27 July, 202612.84 1.42%
24 July, 202612.66 -0.39%
23 July, 202612.71 -1.01%
22 July, 202612.84

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH?
    The latest NAV of TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH is 13.58 as on 1 September, 2026.
  • What are YTD (year to date) returns of TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH?
    The YTD (year to date) returns of TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH are 26.92% as on 1 September, 2026.
  • What are 1 year returns of TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH?
    The 1 year returns of TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH are 31.59% as on 1 September, 2026.
  • What is LTCG (Long term capital gain) and STCG (Short term capital gain) tax for TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH?
    TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH is equity oriented mutual fund. Various capital gain taxes are applicable as below (Effective for redemption after July 23, 2024 and from FY 2024-25)
    Holding periodTax rate
    Less than 1 year (STCG)20%
    More than 1 year (LTCG)Tax free upto Rs. 1.25 lakhs. 12.5% on rest amount.