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) | ₹3439 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 | 4.66% | 4.92% |
6 Month | 8.7% | 5.29% |
1 Year | 5.58% | -3.89% |
3 Year | 26.08% | 30.58% |
5 Year | 32.44% | 42.75% |
SIP Return Analysis
Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | 12.7% | 11.31% |
1 Year | 13.46% | 7.85% |
3 Year | 20.78% | 22.15% |
5 Year | 22.49% | 27.14% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Year | 15.61% | 10.37% |
3 Year | 17.89% | 10.4% |
5 Year | 15.53% | 10.21% |
Risk Management
Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 14.09% | 18.497% |
Sharp | 1.22% | 0.792% |
Beta | 0.78% | 0.929% |
Alpha | 0.83% | 1.342% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 6.69 | 9.12 |
Small Cap | 86.01 | 67.02 |
Large Cap | 5.71 | 23.05 |
Mid Cap | 1.59 | 0.82 |
Sector Allocation
Scheme Name |
Sundaram Small Cap Fund Regular Plan - Growth |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 5.94 | 4.99 |
Financial Services | 19.47 | 17.95 |
Consumer Cyclical | 20.31 | 13.61 |
Communication Services | 3.95 | 3.26 |
Industrials | 19.36 | 7.26 |
Basic Materials | 8.2 | 9.28 |
Technology | 3.61 | 2.95 |
Healthcare | 12.14 | 13.98 |
Consumer Defensive | 3.17 | 4.86 |
Utilities | 1.18 | 2.96 |
Real Estate | 2.66 | 1.62 |
Energy | - | 17.29 |
Top Comparisons
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth
3Y Returns26.31%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns17.59%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns15.66%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns15.72%
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
3Y Returns16.74%
Quant Quantamental Fund Regular - Growth
3Y Returns26.79%
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth
3Y Returns25.91%
Tata Children's Fund - Regular Plan - Growth Option
3Y Returns18.55%