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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) ₹949 Cr ₹4367 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 -0.83% -0.49%
6 Month 9.23% 15.29%
1 Year -9.19% 9.72%
3 Year 12.98% 18.28%
5 Year - 24.7%

SIP Return Analysis

Scheme Name Axis Quant Fund - Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth
6 Month 2.1% 3.9%
1 Year -2.79% 9.58%
3 Year 8.74% 17.6%
5 Year - 18.41%

Rolling Lumpsum Returns

Scheme Name Axis Quant Fund - Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth
1 Year 13.63% 18.83%
3 Year 14.54% 22.01%
5 Year - 21.89%

Risk Management

Scheme Name Axis Quant Fund - Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth
Standard Deviation 13.84% 12.53%
Sharp 0.58% 0.96%
Beta 0.98% 0.93%
Alpha -1.07% 5.92%

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 1.58 13.45
Large Cap 58.68 52.33
Mid Cap 38.32 7.53
Small Cap 1.42 26.68

Sector Allocation

Scheme Name

Axis Quant Fund - Regular Plan - Growth

Sundaram Services Fund Regular Plan - Growth

Others 0.96 6.01
Energy 2.98 4.88
Financial Services 31.82 37.6
Healthcare 8.98 8.47
Real Estate 0.62 1.56
Basic Materials 10.16 -
Technology 6.58 6.41
Consumer Cyclical 7.53 13.19
Communication Services 9.08 15.8
Consumer Defensive 8.57 -
Industrials 12.73 6.09

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