TRUSTMF MID CAP FUND -DIRECT -GROWTH

TRUSTMF MID CAP FUND -DIRECT -GROWTH lags behind most of its peers in the Mid Cap category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 28/100.

Cost: At 1.86%, the expense ratio runs 116% above the Mid Cap category average of 0.86%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a strong Sharpe ratio of 4.84 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, annualised volatility of 13.94% is fairly typical for actively managed equity funds.

Who should invest: This fund is best suited to investors with a 5+ year horizon comfortable with meaningfully higher volatility than large cap funds. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.