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) | ₹912 Cr | ₹4333 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 | 4.51% | 3.08% |
6 Month | 13.94% | 19.9% |
1 Year | -4.21% | 3.74% |
3 Year | 11% | 18.1% |
5 Year | 14.24% | 24.21% |
SIP Return Analysis
Scheme Name | DSP Quant Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
6 Month | 5.08% | 3.83% |
1 Year | 10.59% | 15.35% |
3 Year | 11.09% | 18.58% |
5 Year | 10.28% | 18.66% |
Rolling Lumpsum Returns
Scheme Name | DSP Quant Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Year | 14.78% | 18.83% |
3 Year | 12.27% | 22.01% |
5 Year | 16.22% | 21.89% |
Risk Management
Scheme Name | DSP Quant Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.16% | 12.57% |
Sharp | 0.25% | 0.78% |
Beta | 0.88% | 0.93% |
Alpha | -3.31% | 5.81% |
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 | 6.71 | 13.55 |
Large Cap | 63 | 52.02 |
Mid Cap | 30.29 | 7.16 |
Small Cap | - | 27.27 |
Sector Allocation
Scheme Name |
DSP Quant Fund - Regular Plan - Growth |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 2.4 | 5.24 |
Technology | 18.58 | 7.04 |
Consumer Defensive | 14.9 | - |
Basic Materials | 5.39 | - |
Financial Services | 28.6 | 35.93 |
Healthcare | 5.91 | 8.83 |
Consumer Cyclical | 14.28 | 14.46 |
Communication Services | 6.83 | 15.78 |
Industrials | 3.11 | 6.33 |
Energy | - | 4.8 |
Real Estate | - | 1.59 |
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