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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) ₹903 Cr ₹4426 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 0.89% 1.21%
6 Month 3.94% 8.31%
1 Year -3.6% 9.05%
3 Year 11.7% 17.7%
5 Year - 23.78%

SIP Return Analysis

Scheme Name Axis Quant Fund - Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth
6 Month 1.31% 2.27%
1 Year 7.16% 15.94%
3 Year 8.64% 17.76%
5 Year - 17.71%

Rolling Lumpsum Returns

Scheme Name Axis Quant Fund - Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth
1 Year 12.76% 18.31%
3 Year 14.12% 21.8%
5 Year - 22.06%

Risk Management

Scheme Name Axis Quant Fund - Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth
Standard Deviation 13.82% 12.46%
Sharp 0.42% 0.88%
Beta 1.01% 0.97%
Alpha -3.10% 5.88%

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 1.66 14.21
Large Cap 62.16 51.59
Mid Cap 34.81 7.3
Small Cap 1.37 26.9

Sector Allocation

Scheme Name

Axis Quant Fund - Regular Plan - Growth

Sundaram Services Fund Regular Plan - Growth

Others 0.97 6.1
Energy 7.94 4.72
Technology 3.82 6.96
Financial Services 37.3 36.62
Real Estate 0.69 1.61
Basic Materials 2.36 -
Consumer Cyclical 9.15 13.34
Communication Services 6.93 15.64
Healthcare 9.07 8.51
Consumer Defensive 5.56 -
Industrials 16.21 6.49

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