Quant Quantamental Fund Regular vs Sundaram Services Fund Regular Plan compare
Sundaram Services Fund Regular Plan - Growth
Quant Quantamental Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
Fund | Sundaram Services Fund Regular Plan - Growth | Quant Quantamental Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4367 Cr | ₹2122 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 01 Sep 2018 | 20 Apr 2021 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Service Sector TRI | NIFTY 200 TRI |
Turn Over | 29% | % |
Expense Ratio | 1.94 | 2 |
Manager | Rohit Seksaria | Sanjeev Sharma |
ISIN Code | INF903JA1EX7 | INF966L01AH5 |
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 Quantamental 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 Quantamental Fund Regular - Growth |
---|---|---|
1 Month | -0.7% | -1.29% |
6 Month | 14.43% | 10.98% |
1 Year | 10.51% | -9.34% |
3 Year | 18.09% | 21.73% |
5 Year | 24.73% | - |
SIP Return Analysis
Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
6 Month | 3.9% | 1.59% |
1 Year | 9.58% | -1.72% |
3 Year | 17.6% | 13.54% |
5 Year | 18.41% | - |
Rolling Lumpsum Returns
Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
1 Year | 18.83% | 24.9% |
3 Year | 22.01% | 27.02% |
5 Year | 21.89% | - |
Risk Management
Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
Standard Deviation | 12.53% | 17.328% |
Sharp | 0.96% | 0.966% |
Beta | 0.93% | - |
Alpha | 5.92% | - |
Fund Managers
Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant Quantamental 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 Quantamental Fund Regular - Growth |
Market Cap
Scheme Name |
Sundaram Services Fund Regular Plan - Growth |
Quant Quantamental Fund Regular - Growth |
---|---|---|
Others | 13.45 | 14.21 |
Large Cap | 52.33 | 70.4 |
Small Cap | 26.68 | 11.36 |
Mid Cap | 7.53 | 4.03 |
Sector Allocation
Scheme Name |
Sundaram Services Fund Regular Plan - Growth |
Quant Quantamental Fund Regular - Growth |
---|---|---|
Others | 6.01 | 14.21 |
Energy | 4.88 | 20.44 |
Technology | 6.41 | 0.76 |
Financial Services | 37.6 | 32.44 |
Consumer Cyclical | 13.19 | 8.35 |
Communication Services | 15.8 | 0.87 |
Healthcare | 8.47 | 4.03 |
Industrials | 6.09 | 6.11 |
Real Estate | 1.56 | 5.85 |
Basic Materials | - | 0.16 |
Utilities | - | 6.77 |
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