DSP Quant Fund vs Sundaram Services Fund Regular Plan compare
DSP Quant Fund - Regular Plan - Growth
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | DSP Quant Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Fund | DSP 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) | ₹896 Cr | ₹4426 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 10 Jun 2019 | 01 Sep 2018 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 200 | NIFTY Service Sector TRI |
| Turn Over | 55% | 29% |
| Expense Ratio | 1.28 | 1.94 |
| Manager | Anil Ghelani | Rohit Seksaria |
| ISIN Code | INF740KA1NN3 | INF903JA1EX7 |
| Exits Load | Data not available./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 | DSP Quant Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.96% | 2.54% |
| 6 Month | 7.21% | 8.09% |
| 1 Year | 1.42% | 9.13% |
| 3 Year | 11.52% | 18.79% |
| 5 Year | 13.9% | 24.58% |
SIP Return Analysis
| Scheme Name | DSP Quant Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.18% | 3.12% |
| 1 Year | 12.13% | 18.85% |
| 3 Year | 11.07% | 19.13% |
| 5 Year | 10.27% | 18.76% |
Rolling Lumpsum Returns
| Scheme Name | DSP Quant Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.28% | 18.31% |
| 3 Year | 12.13% | 21.8% |
| 5 Year | 15.91% | 22.06% |
Risk Management
| Scheme Name | DSP Quant Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.05% | 12.43% |
| Sharp | 0.31% | 0.87% |
| Beta | 0.89% | 0.94% |
| Alpha | -4.06% | 5.36% |
Fund Managers
| Scheme Name | DSP Quant Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Name | Anil Ghelani | Rohit Seksaria |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 5 | 15 |
| DSP Quant Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
DSP Quant Fund - Regular Plan - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.97 | 14.21 |
| Large Cap | 65.19 | 51.59 |
| Mid Cap | 28.84 | 7.3 |
| Small Cap | - | 26.9 |
Sector Allocation
| Scheme Name |
DSP Quant Fund - Regular Plan - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.22 | 6.1 |
| Technology | 17.94 | 6.96 |
| Healthcare | 7.62 | 8.51 |
| Consumer Defensive | 11.47 | - |
| Financial Services | 30.56 | 36.62 |
| Consumer Cyclical | 12.96 | 13.34 |
| Communication Services | 7.42 | 15.64 |
| Basic Materials | 5.61 | - |
| Industrials | 5.2 | 6.49 |
| Energy | - | 4.72 |
| Real Estate | - | 1.61 |
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