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Quant ESG Equity Fund Regular vs Sundaram Services Fund Regular Plan compare
Sundaram Services Fund Regular Plan - Growth
Quant ESG Integration Strategy Fund Regular - Growth
Chart Comparison
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) | ₹4769 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 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Month | -1.77% | -3.02% |
| 6 Month | 2.49% | -0.29% |
| 1 Year | 6.3% | -0.95% |
| 3 Year | 17.43% | 13.68% |
| 5 Year | 20.16% | 23.45% |
SIP Return Analysis
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.25% | 2.34% |
| 1 Year | 16.99% | 11.71% |
| 3 Year | 17.38% | 11.29% |
| 5 Year | 17.33% | 15.87% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 17.39% | 19.14% |
| 3 Year | 21.59% | 22.73% |
| 5 Year | 22.11% | 26.1% |
Risk Management
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.45% | 18.756% |
| Sharp | 0.83% | 0.643% |
| Beta | 0.97% | 1.112% |
| Alpha | 5.72% | 6.426% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Sundaram Services Fund Regular Plan - Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 12.99 | 47.05 |
| Large Cap | 53.39 | 44.6 |
| Small Cap | 26.81 | 2.74 |
| Mid Cap | 6.81 | 5.6 |
Sector Allocation
| Scheme Name |
Sundaram Services Fund Regular Plan - Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 4.5 | 30.25 |
| Energy | 5.04 | 9.08 |
| Technology | 7.9 | 0 |
| Financial Services | 38.53 | 15.24 |
| Consumer Cyclical | 12.81 | 12.79 |
| Communication Services | 15.77 | - |
| Healthcare | 7.41 | 5.01 |
| Industrials | 6.38 | - |
| Real Estate | 1.67 | 7.85 |
| Basic Materials | - | 0.84 |
| Consumer Defensive | - | 8.84 |
| Utilities | - | 10.1 |
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