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) | ₹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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