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) | ₹3450 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 | -4.02% | -4.76% |
| 6 Month | -0.43% | -1.35% |
| 1 Year | -4.4% | -6.59% |
| 3 Year | 18.86% | 19.33% |
| 5 Year | 22.3% | 29.1% |
SIP Return Analysis
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.73% | -1.76% |
| 1 Year | 10.98% | 6.18% |
| 3 Year | 13.87% | 12.56% |
| 5 Year | 16.95% | 19.12% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.27% | 9.79% |
| 3 Year | 18.58% | 10.56% |
| 5 Year | 15.81% | 10.66% |
Risk Management
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.09% | 18.497% |
| Sharp | 0.88% | 0.792% |
| Beta | 0.77% | 0.929% |
| Alpha | 2.04% | 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 | 7.97 | 16.88 |
| Small Cap | 83.24 | 61.43 |
| Large Cap | 6.5 | 20.74 |
| Mid Cap | 2.29 | 0.95 |
Sector Allocation
| Scheme Name |
Sundaram Small Cap Fund Regular Plan - Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.94 | 7.68 |
| Financial Services | 19.4 | 19.33 |
| Consumer Cyclical | 20.39 | 12.63 |
| Communication Services | 5.1 | 3.03 |
| Industrials | 18.92 | 6.74 |
| Basic Materials | 8.75 | 7.4 |
| Technology | 4.57 | 2.78 |
| Healthcare | 12.01 | 13.85 |
| Consumer Defensive | 2.57 | 4.08 |
| Utilities | 1.03 | 2.95 |
| Real Estate | 2.33 | 2.48 |
| Energy | - | 17.04 |
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