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) | ₹929 Cr | ₹4769 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 | 1.65% | -0.02% |
| 6 Month | 5.96% | 3.71% |
| 1 Year | 2.95% | 6.76% |
| 3 Year | 11.06% | 17.56% |
| 5 Year | 11.56% | 21.13% |
SIP Return Analysis
| Scheme Name | DSP Quant Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.19% | 2.25% |
| 1 Year | 16.98% | 16.99% |
| 3 Year | 11.36% | 17.38% |
| 5 Year | 10.22% | 17.33% |
Rolling Lumpsum Returns
| Scheme Name | DSP Quant Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.01% | 17.5% |
| 3 Year | 11.84% | 21.68% |
| 5 Year | 15.53% | 22.15% |
Risk Management
| Scheme Name | DSP Quant Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.14% | 12.45% |
| Sharp | 0.37% | 0.83% |
| Beta | 0.90% | 0.97% |
| Alpha | -2.95% | 5.72% |
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 | 8.1 | 14.11 |
| Large Cap | 66.6 | 51.8 |
| Mid Cap | 25.3 | 7.19 |
| Small Cap | - | 26.9 |
Sector Allocation
| Scheme Name |
DSP Quant Fund - Regular Plan - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.82 | 5.65 |
| Technology | 17.42 | 7.44 |
| Healthcare | 7.4 | 7.95 |
| Basic Materials | 5.99 | - |
| Financial Services | 26.41 | 37.57 |
| Consumer Cyclical | 14.22 | 12.45 |
| Communication Services | 7.3 | 16 |
| Consumer Defensive | 10.21 | - |
| Industrials | 7.23 | 6.43 |
| Energy | - | 4.87 |
| Real Estate | - | 1.65 |
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