Quant ESG Equity Fund Regular vs Sundaram Services Fund Regular Plan compare

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Sundaram Services Fund Regular Plan - Growth

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Quant ESG Integration Strategy Fund Regular - Growth

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Chart Comparison

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

Overview

Scheme Name	Sundaram Services Fund Regular Plan - Growth	Quant ESG Integration Strategy Fund Regular - Growth
Fund	Sundaram Services Fund Regular Plan - Growth	Quant ESG Integration Strategy Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹4429 Cr	₹288 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	01 Sep 2018	05 Nov 2020
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Service Sector TRI	NIFTY 100 ESG TRI
Turn Over	29%	%
Expense Ratio	1.94	2.42
Manager	Rohit Seksaria	Sanjeev Sharma
ISIN Code	INF903JA1EX7	INF966L01AB8
Exits Load	Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	Sundaram Services Fund Regular Plan - Growth	Quant ESG Integration Strategy Fund Regular - Growth
1 Month	-3.05%	-4.91%
6 Month	10.13%	2.4%
1 Year	9.77%	-13.84%
3 Year	19.32%	17.05%
5 Year	25.54%	-

Scheme Name	Sundaram Services Fund Regular Plan - Growth	Quant ESG Integration Strategy Fund Regular - Growth
6 Month	7.49%	4.26%
1 Year	15.84%	-1.45%
3 Year	20.31%	13.54%
5 Year	20.29%	-

Scheme Name	Sundaram Services Fund Regular Plan - Growth	Quant ESG Integration Strategy Fund Regular - Growth
1 Year	18.83%	21.51%
3 Year	22.01%	27.16%
5 Year	21.89%	-

Scheme Name	Sundaram Services Fund Regular Plan - Growth	Quant ESG Integration Strategy Fund Regular - Growth
Standard Deviation	13.00%	18.756%
Sharp	1.25%	0.643%
Beta	0.91%	1.112%
Alpha	6.26%	6.426%

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Scheme Name	Sundaram Services Fund Regular Plan - Growth	Quant ESG Integration Strategy Fund Regular - Growth
Name	Rohit Seksaria	Sanjeev Sharma
Total AUM	₹0 Cr	₹39731 Cr
Funds Managed	15	22
	Sundaram Services Fund Regular Plan - Growth	Quant ESG Integration Strategy Fund Regular - Growth

Scheme Name	Sundaram Services Fund Regular Plan - Growth	Quant ESG Integration Strategy Fund Regular - Growth
Others	13.02	16.71
Large Cap	51.38	60.16
Small Cap	28.11	18.98
Mid Cap	7.48	4.15

Scheme Name	Sundaram Services Fund Regular Plan - Growth	Quant ESG Integration Strategy Fund Regular - Growth
Others	6.48	12.85
Energy	5.19	0.44
Technology	6.65	3.01
Financial Services	37.98	23.17
Consumer Cyclical	12.41	12.32
Communication Services	15.64	-
Healthcare	7.99	18.72
Industrials	6.04	-
Real Estate	1.61	9.5
Utilities	-	12.29
Consumer Defensive	-	7.69