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Nippon India Quant Fund vs Sundaram Services Fund Regular Plan compare

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tortoise-icon Nippon India Quant Fund -Growth Plan - Growth Option

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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 Nippon India Quant Fund -Growth Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
Fund Nippon India Quant Fund -Growth Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹103 Cr ₹4426 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 18 Apr 2008 01 Sep 2018
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark BSE 200 NIFTY Service Sector TRI
Turn Over 119% 29%
Expense Ratio 0.94 1.94
Manager Ashutosh Bhargava Rohit Seksaria
ISIN Code INF204K01760 INF903JA1EX7
Exits Load Nippon India Quant Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./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 Nippon India Quant Fund -Growth Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
1 Month 1.02% 1.14%
6 Month 8.45% 10.34%
1 Year 5.4% 9.73%
3 Year 19.87% 18.16%
5 Year 21.51% 22.99%

SIP Return Analysis

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
6 Month 2.05% 2.27%
1 Year 12.11% 15.94%
3 Year 16.37% 17.76%
5 Year 17.63% 17.71%

Rolling Lumpsum Returns

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
1 Year 11.15% 17.73%
3 Year 11.78% 21.77%
5 Year 11.96% 22.13%

Risk Management

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
Standard Deviation 13.02% 12.46%
Sharp 1.01% 0.88%
Beta 0.99% 0.97%
Alpha 3.41% 5.88%

Fund Managers

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
Name Ashutosh Bhargava Rohit Seksaria
Total AUM ₹121448 Cr ₹0 Cr
Funds Managed 12 15
Nippon India Quant Fund -Growth Plan - Growth Option Sundaram Services Fund Regular Plan - Growth

Market Cap

Scheme Name

Nippon India Quant Fund -Growth Plan - Growth Option

Sundaram Services Fund Regular Plan - Growth

Others 5.42 14.21
Large Cap 76.36 51.59
Mid Cap 18.22 7.3
Small Cap - 26.9

Sector Allocation

Scheme Name

Nippon India Quant Fund -Growth Plan - Growth Option

Sundaram Services Fund Regular Plan - Growth

Others 0.92 6.1
Energy 7.14 4.72
Technology 9.26 6.96
Industrials 12.75 6.49
Consumer Defensive 4.42 -
Financial Services 32.23 36.62
Healthcare 5.11 8.51
Consumer Cyclical 15.29 13.34
Basic Materials 4.63 -
Real Estate 1.59 1.61
Communication Services 4.01 15.64
Utilities 2.64 -

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