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) | ₹969 Cr | ₹4161 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 | 3.88% | 4.1% |
6 Month | -2.25% | 7.11% |
1 Year | -2.37% | 15.28% |
3 Year | 19.15% | 24.1% |
5 Year | - | 26.9% |
SIP Return Analysis
Scheme Name | Axis Quant Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
6 Month | 9.86% | 13.73% |
1 Year | 4.92% | 23.8% |
3 Year | 13.93% | 23.04% |
5 Year | - | 21.99% |
Rolling Lumpsum Returns
Scheme Name | Axis Quant Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Year | 14.97% | 19.51% |
3 Year | 13.99% | 21.93% |
5 Year | - | 21.73% |
Risk Management
Scheme Name | Axis Quant Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.80% | 13.50% |
Sharp | 0.59% | 0.94% |
Beta | 0.98% | 0.91% |
Alpha | -1.76% | 5.41% |
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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 | 3.62 | 13.05 |
Large Cap | 64.36 | 50.84 |
Mid Cap | 28.72 | 7.77 |
Small Cap | 3.3 | 28.34 |
Sector Allocation
Scheme Name |
Axis Quant Fund - Regular Plan - Growth |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 1.76 | 6.88 |
Energy | 2.99 | 5.23 |
Technology | 10.77 | 6.53 |
Industrials | 9.42 | 6.29 |
Financial Services | 31.4 | 38 |
Healthcare | 11.46 | 7.98 |
Basic Materials | 12.9 | - |
Real Estate | 0.58 | 1.69 |
Consumer Cyclical | 6.94 | 12.47 |
Consumer Defensive | 3.74 | - |
Communication Services | 8.04 | 14.93 |
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