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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) | ₹4426 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 | 3.28% | 3.09% |
| 6 Month | 9.2% | 5.99% |
| 1 Year | 9.96% | -4.21% |
| 3 Year | 18.06% | 14.56% |
| 5 Year | 24.85% | - |
SIP Return Analysis
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.29% | -0.78% |
| 1 Year | 10.83% | 2.89% |
| 3 Year | 16.01% | 9.53% |
| 5 Year | 16.85% | - |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 18.31% | 20.52% |
| 3 Year | 21.8% | 24.56% |
| 5 Year | 22.06% | - |
Risk Management
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.46% | 18.756% |
| Sharp | 0.88% | 0.643% |
| Beta | 0.97% | 1.112% |
| Alpha | 5.88% | 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 | 14.21 | 34.03 |
| Large Cap | 51.59 | 58.94 |
| Small Cap | 26.9 | 2.66 |
| Mid Cap | 7.3 | 4.36 |
Sector Allocation
| Scheme Name |
Sundaram Services Fund Regular Plan - Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 6.1 | 16.19 |
| Energy | 4.72 | 3.48 |
| Technology | 6.96 | 9.78 |
| Financial Services | 36.62 | 20.83 |
| Consumer Cyclical | 13.34 | 12.76 |
| Communication Services | 15.64 | - |
| Healthcare | 8.51 | 4.36 |
| Industrials | 6.49 | - |
| Real Estate | 1.61 | 8.9 |
| Utilities | - | 14.59 |
| Consumer Defensive | - | 9.09 |
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