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) | ₹907 Cr | ₹4333 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 | 1.36% | 3.08% |
6 Month | 11.66% | 19.9% |
1 Year | -10.95% | 3.74% |
3 Year | 12.15% | 18.1% |
5 Year | - | 24.21% |
SIP Return Analysis
Scheme Name | Axis Quant Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
6 Month | 1.45% | 3.83% |
1 Year | 1.27% | 15.35% |
3 Year | 8.86% | 18.58% |
5 Year | - | 18.66% |
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 | 13.88% | 12.57% |
Sharp | 0.38% | 0.78% |
Beta | 0.99% | 0.93% |
Alpha | -1.85% | 5.81% |
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 | 4.06 | 13.55 |
Large Cap | 62.62 | 52.02 |
Mid Cap | 31.97 | 7.16 |
Small Cap | 1.35 | 27.27 |
Sector Allocation
Scheme Name |
Axis Quant Fund - Regular Plan - Growth |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 3.42 | 5.24 |
Energy | 5.49 | 4.8 |
Financial Services | 32.25 | 35.93 |
Real Estate | 0.63 | 1.59 |
Basic Materials | 5.11 | - |
Technology | 6.89 | 7.04 |
Consumer Cyclical | 7.74 | 14.46 |
Communication Services | 9.29 | 15.78 |
Healthcare | 7.37 | 8.83 |
Consumer Defensive | 6.32 | - |
Industrials | 15.49 | 6.33 |
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