Quant Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
Sundaram Small Cap Fund Regular Plan - Growth
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3341 Cr | ₹25183 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 15 Feb 2005 | 30 Oct 1996 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 22% | % |
| Expense Ratio | 1.97 | 1.6 |
| Manager | Rohit Seksaria | Sanjeev Sharma |
| ISIN Code | INF903J01470 | INF966L01AA0 |
| Exits Load | Sundaram Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Small Cap 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 | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 1.42% | 0.48% |
| 6 Month | 13.93% | 11.04% |
| 1 Year | 2.18% | -2.63% |
| 3 Year | 20.91% | 23.25% |
| 5 Year | 26.89% | 33.31% |
SIP Return Analysis
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 2.55% | 1.31% |
| 1 Year | 15.68% | 9.33% |
| 3 Year | 16.59% | 15.19% |
| 5 Year | 18.68% | 21.13% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.54% | 9.83% |
| 3 Year | 18.47% | 10.54% |
| 5 Year | 15.78% | 10.63% |
Risk Management
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.09% | 18.497% |
| Sharp | 0.92% | 0.792% |
| Beta | 0.77% | 0.929% |
| Alpha | 1.05% | 1.342% |
Fund Managers
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Name | Rohit Seksaria | Sanjeev Sharma |
| Total AUM | ₹0 Cr | ₹39731 Cr |
| Funds Managed | 15 | 22 |
| Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Sundaram Small Cap Fund Regular Plan - Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 8.28 | 16.55 |
| Small Cap | 84.1 | 63.1 |
| Large Cap | 5.92 | 19.83 |
| Mid Cap | 1.7 | 0.52 |
Sector Allocation
| Scheme Name |
Sundaram Small Cap Fund Regular Plan - Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.01 | 9.04 |
| Financial Services | 18.08 | 17.06 |
| Consumer Cyclical | 21.13 | 12.69 |
| Communication Services | 5.47 | 2.91 |
| Industrials | 18.55 | 6.74 |
| Basic Materials | 7.98 | 8.01 |
| Technology | 4.45 | 2.46 |
| Healthcare | 12.08 | 14.71 |
| Consumer Defensive | 2.7 | 4.41 |
| Utilities | 1.14 | 2.98 |
| Real Estate | 2.41 | 2.61 |
| Energy | - | 16.38 |
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