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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) | ₹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 | 2.13% | 3.28% |
| 6 Month | 4.22% | 9.2% |
| 1 Year | -4.24% | 9.96% |
| 3 Year | 12.05% | 18.06% |
| 5 Year | - | 24.85% |
SIP Return Analysis
| Scheme Name | Axis Quant Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.65% | 0.29% |
| 1 Year | 2.16% | 10.83% |
| 3 Year | 7.29% | 16.01% |
| 5 Year | - | 16.85% |
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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