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Axis Quant Fund vs Sundaram Services Fund Regular Plan compare

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tortoise-icon Axis Quant Fund - Regular Plan - Growth

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tortoise-icon Sundaram Services Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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