Nippon India Quant Fund vs Sundaram Services Fund Regular Plan compare
Nippon India Quant Fund -Growth Plan - Growth Option
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
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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