TRUSTMF Small Cap Fund - Direct Plan - Growth

Scheme Objective

The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of small cap companies.

Scheme Details

• Fund manager(s) – Mihir Vora , Aakash Manghani
• Launch date – 04-Nov-2024
• Expense ratio – 0.47% as declared on 31-Oct-2025 (category average is 0.61%)
• Benchmark - Nifty Smallcap 250 TRI

• Min SIP amount - ₹
• Min investment amount (one time- first time) - ₹
• Min investment amount (addtional purchase) - ₹
• Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

TRUSTMF Small Cap Fund - Direct Plan - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges.

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details