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DSP Quant Fund vs Sundaram Services Fund Regular Plan compare

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tortoise-icon DSP Quant Fund - Regular Plan - Growth

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tortoise-icon Sundaram Services Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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