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 | ₹4367 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 | - | -1.67% |
6 Month | 11.07% | 15.86% |
1 Year | -4.59% | 4.85% |
3 Year | 9.7% | 17.23% |
5 Year | 13.46% | 23.33% |
SIP Return Analysis
Scheme Name | DSP Quant Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
6 Month | 2.56% | 3.7% |
1 Year | 3.44% | 12.7% |
3 Year | 10.14% | 19.09% |
5 Year | 10.03% | 19.42% |
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 | 12.21% | 12.53% |
Sharp | 0.37% | 0.96% |
Beta | 0.88% | 0.93% |
Alpha | -3.70% | 5.92% |
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 | 7.65 | 13.45 |
Large Cap | 62.33 | 52.33 |
Mid Cap | 30.01 | 7.53 |
Small Cap | - | 26.68 |
Sector Allocation
Scheme Name |
DSP Quant Fund - Regular Plan - Growth |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 1.95 | 6.01 |
Technology | 15.66 | 6.41 |
Consumer Defensive | 16.1 | - |
Basic Materials | 7.07 | - |
Financial Services | 29.81 | 37.6 |
Healthcare | 7.85 | 8.47 |
Consumer Cyclical | 11.37 | 13.19 |
Communication Services | 7.02 | 15.8 |
Industrials | 3.18 | 6.09 |
Energy | - | 4.88 |
Real Estate | - | 1.56 |
Top Comparisons
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns20.7%
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
3Y Returns22.62%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns7%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns7%
ITI Large Cap Fund Regular - Growth
3Y Returns12.99%
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
3Y Returns14.67%
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns7.31%
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
3Y Returns7.34%