- Scheme Category:
- Equity Scheme >
- Small Cap Fund
NAV: ₹ ↓ -0.08%
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 -DIRECT PLAN-GROWTH and its peers as on 27 May, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| TRUSTMF SMALL CAP FUND -DIRECT PLAN-GROWTH | 12.37% | -0.08% | 2.34% | 6.52% | 14.05% | 23.96% | - | - | - | - |
| SBI Small Cap Fund - Direct Plan - Growth | 0.73% | 0.42% | 2.73% | 0.63% | 5.57% | 1.75% | 14.02% | 14.78% | 19.54% | 19.18% |
| ICICI Prudential Smallcap Fund - Direct Plan - Growth | 1.15% | 0.39% | 2.32% | 1.86% | 3.25% | 2.79% | 15.91% | 17.39% | 20.07% | 17.45% |
| HDFC Small Cap Fund - Growth Option - Direct Plan | -3.06% | -0.2% | 1.57% | 0.85% | 0.4% | 0.74% | 16.03% | 18.05% | 18.31% | 18.78% |
| Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option | 5.66% | 0.37% | 1.98% | 2.47% | 8.18% | 7.21% | 21.19% | 22.06% | 23.98% | 22.21% |
| Kotak-Small Cap Fund - Growth - Direct | 3.02% | -0.19% | 1.54% | 1.91% | 5.44% | 1.58% | 15.72% | 15.47% | 21.38% | 18.23% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | - | 0.28% |
Discrete returns (monthly)
| Month | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | -0.57% | 2.15% | -0.67% | 5.3% | -0.27% | -1.71% | -5.41% | 0.86% | -7.63% | 15.15% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 90.15% | 0.00% (Arbitrage: 0.00%) | 0.00% | 0.00% | 9.85% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| Karur Vysya Bank Limited | KARURVYSYA (INE036D01028) | Banks | 3.12% |
| Acutaas Chemicals Limited | ACUTAAS (INE00FF01025) | Pharmaceuticals & Biotechnology | 3.11% |
| Ather Energy Limited | ATHERENERG (INE0LEZ01016) | Automobiles | 2.78% |
| City Union Bank Limited | CUB (INE491A01021) | Banks | 2.64% |
| Navin Fluorine International Limited | NAVINFLUOR (INE048G01026) | Chemicals & Petrochemicals | 2.57% |
| Multi Commodity Exchange of India Limited | INE745G01043 | Capital Markets | 2.49% |
| Aster DM Healthcare Limited | ASTERDM (INE914M01019) | Healthcare Services | 2.42% |
| Kirloskar Oil Engines Limited | KIRLOSENG (INE146L01010) | Industrial Products | 2.23% |
| Lenskart Solutions Limited | INE956O01016 | Retailing | 2.11% |
| Sai Life Sciences Limited | SAILIFE (INE570L01029) | Pharmaceuticals & Biotechnology | 2.08% |
| CCL Products (India) Limited | CCL (INE421D01022) | Agricultural Food & other Products | 2.06% |
| Persistent Systems Limited | PERSISTENT (INE262H01021) | IT - Software | 2.06% |
| Sagility Limited | SAGILITY (INE0W2G01015) | IT - Services | 2.04% |
| Laurus Labs Limited | LAURUSLABS (INE947Q01028) | Pharmaceuticals & Biotechnology | 2.02% |
| Shaily Engineering Plastics Limited | SHAILY (INE151G01028) | Consumer Durables | 1.93% |
| Aditya Infotech Limited | CPPLUS (INE819V01029) | Industrial Manufacturing | 1.84% |
| Syrma SGS Technology Limited | SYRMA (INE0DYJ01015) | Industrial Manufacturing | 1.79% |
| TD Power Systems Limited | TDPOWERSYS (INE419M01027) | Electrical Equipment | 1.77% |
| GE Vernova T&D India Limited | GVT&D (INE200A01026) | Electrical Equipment | 1.73% |
| The Federal Bank Limited | FEDERALBNK (INE171A01029) | Banks | 1.67% |
| Welspun Corp Limited | WELCORP (INE191B01025) | Industrial Products | 1.58% |
| Data Patterns (India) Limited | DATAPATTNS (INE0IX101010) | Aerospace & Defense | 1.56% |
| Sansera Engineering Limited | SANSERA (INE953O01021) | Auto Components | 1.55% |
| JB Chemicals & Pharmaceuticals Limited | JBCHEPHARM (INE572A01036) | Pharmaceuticals & Biotechnology | 1.53% |
| S.J.S. Enterprises Limited | SJS (INE284S01014) | Auto Components | 1.52% |
| Solar Industries India Limited | SOLARINDS (INE343H01029) | Chemicals & Petrochemicals | 1.49% |
| Radico Khaitan Limited | RADICO (INE944F01028) | Beverages | 1.46% |
| MTAR Technologies Limited | MTARTECH (INE864I01014) | Electrical Equipment | 1.40% |
| Bharat Electronics Limited | BEL (INE263A01024) | Aerospace & Defense | 1.34% |
| Shadowfax Technologies Limited | INE12UN01015 | Transport Services | 1.27% |
| Krishna Institute Of Medical Sciences Limited | KIMS (INE967H01025) | Healthcare Services | 1.27% |
| RBL Bank Limited | RBLBANK (INE976G01028) | Banks | 1.26% |
| Cemindia Projects Ltd | CEMPRO (INE686A01026) | Construction | 1.22% |
| Privi Speciality Chemicals Limited | PRIVISCL (INE959A01019) | Chemicals & Petrochemicals | 1.19% |
| Ajanta Pharma Limited | AJANTPHARM (INE031B01049) | Pharmaceuticals & Biotechnology | 1.17% |
| Amber Enterprises India Limited | AMBER (INE371P01015) | Consumer Durables | 1.14% |
| PNB Housing Finance Limited | PNBHOUSING (INE572E01012) | Finance | 1.14% |
| Max Financial Services Limited | MFSL (INE180A01020) | Insurance | 1.11% |
| Black Buck Ltd | BLACKBUCK (INE0UIZ01018) | Transport Services | 1.07% |
| Billionbrains Garage Ventures Ltd | INE0HOQ01053 | Capital Markets | 1.02% |
| Fractal Analytics Ltd | INE212S01015 | IT - Software | 1.02% |
| Lumax Auto Technologies Limited | LUMAXTECH (INE872H01027) | Auto Components | 1.01% |
| Delhivery Limited | DELHIVERY (INE148O01028) | Transport Services | 1.00% |
| K.P.R. Mill Limited | KPRMILL (INE930H01031) | Textiles & Apparels | 0.97% |
| Healthcare Global Enterprises Limited | HCG (INE075I01017) | Healthcare Services | 0.95% |
| Narayana Hrudayalaya Limited | NH (INE410P01011) | Healthcare Services | 0.95% |
| Craftsman Automation Limited | CRAFTSMAN (INE00LO01017) | Auto Components | 0.94% |
| Clean Max Enviro Energy Solutions Limited | INE647U01026 | Power | 0.93% |
| Pricol Limited | PRICOLLTD (INE726V01018) | Auto Components | 0.91% |
| ICICI Prudential Asset Management Company Limited | INE346A01027 | Capital Markets | 0.88% |
| Neuland Laboratories Limited | NEULANDLAB (INE794A01010) | Pharmaceuticals & Biotechnology | 0.86% |
| Thangamayil Jewellery Limited | THANGAMAYL (INE085J01014) | Consumer Durables | 0.86% |
| Central Depository Services (India) Limited | CDSL (INE736A01011) | Capital Markets | 0.85% |
| Apollo Micro Systems Limited | APOLLO (INE713T01028) | Aerospace & Defense | 0.81% |
| Sharda Cropchem Limited | SHARDACROP (INE221J01015) | Fertilizers & Agrochemicals | 0.81% |
| Aarti Industries Limited | AARTIIND (INE769A01020) | Chemicals & Petrochemicals | 0.79% |
| Prudent Corporate Advisory Services Limited | PRUDENT (INE00F201020) | Capital Markets | 0.78% |
| HCL Technologies Limited | HCLTECH (INE860A01027) | IT - Software | 0.75% |
| V2 Retail Limited | INE945H01021 | Retailing | 0.74% |
| PTC Industries Limited | PTCIL (INE596F01018) | Industrial Products | 0.70% |
| Apar Industries Limited | APARINDS (INE372A01015) | Electrical Equipment | 0.64% |
| Firstsource Solutions Limited | FSL (INE684F01012) | Commercial Services & Supplies | 0.61% |
| BSE Limited | BSE (INE118H01025) | Capital Markets | 0.59% |
| Smartworks Coworking Spaces Ltd | SMARTWORKS (INE0NAZ01010) | Commercial Services & Supplies | 0.05% |
Debt
| Name | Rating | Weight % |
|---|
Portfolio data is as on date 31 March, 2026
NAV history
TRUSTMF SMALL CAP FUND -DIRECT PLAN-GROWTH - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 27 May, 2026 | 12.26 | -0.08% |
| 26 May, 2026 | 12.27 | 0.74% |
| 25 May, 2026 | 12.18 | 1.25% |
| 22 May, 2026 | 12.03 | -0.33% |
| 21 May, 2026 | 12.07 | 0.75% |
| 20 May, 2026 | 11.98 | 0.76% |
| 19 May, 2026 | 11.89 | 0.85% |
| 18 May, 2026 | 11.79 | -1.17% |
| 15 May, 2026 | 11.93 | 0.25% |
| 14 May, 2026 | 11.90 | 0.51% |
| 13 May, 2026 | 11.84 | 0.42% |
| 12 May, 2026 | 11.79 | -2.64% |
| 11 May, 2026 | 12.11 | -0.57% |
| 8 May, 2026 | 12.18 | 0.25% |
| 7 May, 2026 | 12.15 | 1.59% |
| 6 May, 2026 | 11.96 | 1.1% |
| 5 May, 2026 | 11.83 | 0.51% |
| 4 May, 2026 | 11.77 | 1.2% |
| 30 April, 2026 | 11.63 | 0.26% |
| 29 April, 2026 | 11.60 | 0.61% |
| 28 April, 2026 | 11.53 | 0.17% |
| 27 April, 2026 | 11.51 | 1.68% |
| 24 April, 2026 | 11.32 | -0.61% |
| 23 April, 2026 | 11.39 | 0.26% |
| 22 April, 2026 | 11.36 | 0.98% |
| 21 April, 2026 | 11.25 | 0.81% |
| 20 April, 2026 | 11.16 | 0% |
| 17 April, 2026 | 11.16 | 1.27% |
| 16 April, 2026 | 11.02 | 0.82% |
| 15 April, 2026 | 10.93 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of TRUSTMF SMALL CAP FUND -DIRECT PLAN-GROWTH?
The latest NAV of TRUSTMF SMALL CAP FUND -DIRECT PLAN-GROWTH is 12.26 as on 27 May, 2026.What are YTD (year to date) returns of TRUSTMF SMALL CAP FUND -DIRECT PLAN-GROWTH?
The YTD (year to date) returns of TRUSTMF SMALL CAP FUND -DIRECT PLAN-GROWTH are 12.37% as on 27 May, 2026.What are 1 year returns of TRUSTMF SMALL CAP FUND -DIRECT PLAN-GROWTH?
The 1 year returns of TRUSTMF SMALL CAP FUND -DIRECT PLAN-GROWTH are 23.96% as on 27 May, 2026.