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) | ₹100 Cr | ₹4333 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 | 2.6% | 2.43% |
6 Month | 13% | 18.42% |
1 Year | 0.89% | 3.99% |
3 Year | 20.81% | 18.24% |
5 Year | 22.61% | 24.39% |
SIP Return Analysis
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
6 Month | 3.7% | 3.83% |
1 Year | 11.31% | 15.35% |
3 Year | 18.17% | 18.58% |
5 Year | 18.76% | 18.66% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Year | 11.68% | 18.83% |
3 Year | 11.62% | 22.01% |
5 Year | 11.87% | 21.89% |
Risk Management
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.02% | 12.57% |
Sharp | 0.93% | 0.78% |
Beta | 1% | 0.93% |
Alpha | 4.09% | 5.81% |
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 | 5.49 | 13.55 |
Large Cap | 74.26 | 52.02 |
Mid Cap | 20.25 | 7.16 |
Small Cap | - | 27.27 |
Sector Allocation
Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 0.95 | 5.24 |
Energy | 6.72 | 4.8 |
Technology | 9.51 | 7.04 |
Industrials | 12.78 | 6.33 |
Consumer Defensive | 4.65 | - |
Financial Services | 32.52 | 35.93 |
Healthcare | 5.26 | 8.83 |
Consumer Cyclical | 10.82 | 14.46 |
Basic Materials | 6.84 | - |
Real Estate | 1.93 | 1.59 |
Communication Services | 4.16 | 15.78 |
Utilities | 3.87 | - |
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