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) | ₹109 Cr | ₹4769 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 | 0.43% | 0.31% |
| 6 Month | 2.68% | 1.39% |
| 1 Year | 7.88% | 10.68% |
| 3 Year | 20.53% | 18.87% |
| 5 Year | 19.71% | 20.14% |
SIP Return Analysis
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.97% | 2.14% |
| 1 Year | 13.65% | 14.66% |
| 3 Year | 16.15% | 16.78% |
| 5 Year | 17.74% | 17.14% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.01% | 17.39% |
| 3 Year | 11.85% | 21.59% |
| 5 Year | 11.99% | 22.11% |
Risk Management
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.02% | 12.7% |
| Sharp | 0.99% | 0.9% |
| Beta | 0.99% | 0.98% |
| Alpha | 3.57% | 5.32% |
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 | 5.51 | 12.99 |
| Large Cap | 76.72 | 53.39 |
| Mid Cap | 17.77 | 6.81 |
| Small Cap | - | 26.81 |
Sector Allocation
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.89 | 4.5 |
| Energy | 8.29 | 5.04 |
| Technology | 8.17 | 7.9 |
| Industrials | 15.14 | 6.38 |
| Consumer Defensive | 4.09 | - |
| Basic Materials | 4.85 | - |
| Financial Services | 32.37 | 38.53 |
| Healthcare | 5.15 | 7.41 |
| Consumer Cyclical | 14.42 | 12.81 |
| Communication Services | 4.24 | 15.77 |
| Utilities | 2.4 | - |
| Real Estate | - | 1.67 |
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