Axis Quant Fund vs Sundaram Services Fund Regular Plan compare
Axis Quant Fund - Regular Plan - Growth
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Axis Quant Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Fund | Axis Quant Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹925 Cr | ₹4769 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 01 Jul 2021 | 01 Sep 2018 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 200 | NIFTY Service Sector TRI |
| Turn Over | 126% | 29% |
| Expense Ratio | 2.2 | 1.94 |
| Manager | Vinayak Jayanath | Rohit Seksaria |
| ISIN Code | INF846K011A2 | INF903JA1EX7 |
| Exits Load | Axis Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Axis Quant Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.75% | -1.77% |
| 6 Month | 2.57% | 2.49% |
| 1 Year | -2.38% | 6.3% |
| 3 Year | 13.23% | 17.43% |
| 5 Year | - | 20.16% |
SIP Return Analysis
| Scheme Name | Axis Quant Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.8% | 2.25% |
| 1 Year | 12.08% | 16.99% |
| 3 Year | 9.3% | 17.38% |
| 5 Year | - | 17.33% |
Rolling Lumpsum Returns
| Scheme Name | Axis Quant Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.76% | 17.5% |
| 3 Year | 14.12% | 21.68% |
| 5 Year | - | 22.15% |
Risk Management
| Scheme Name | Axis Quant Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.84% | 12.45% |
| Sharp | 0.46% | 0.83% |
| Beta | 1.03% | 0.97% |
| Alpha | -1.98% | 5.72% |
Fund Managers
| Scheme Name | Axis Quant Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Name | Vinayak Jayanath | Rohit Seksaria |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 18 | 15 |
| Axis Quant Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Axis Quant Fund - Regular Plan - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.75 | 12.99 |
| Large Cap | 68.62 | 53.39 |
| Mid Cap | 26.61 | 6.81 |
| Small Cap | 1.03 | 26.81 |
Sector Allocation
| Scheme Name |
Axis Quant Fund - Regular Plan - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.47 | 4.5 |
| Energy | 9.07 | 5.04 |
| Technology | 3.51 | 7.9 |
| Consumer Defensive | 5.42 | - |
| Financial Services | 36.94 | 38.53 |
| Real Estate | 0.68 | 1.67 |
| Consumer Cyclical | 17.47 | 12.81 |
| Basic Materials | 2.08 | - |
| Healthcare | 5.41 | 7.41 |
| Industrials | 9.77 | 6.38 |
| Communication Services | 7.18 | 15.77 |
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