SBI Magnum Comma Fund vs Sundaram Services Fund Regular Plan compare
SBI Comma Fund - Regular Plan - Growth
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | SBI Comma Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Fund | SBI Comma Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹702 Cr | ₹4333 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 08 Aug 2005 | 01 Sep 2018 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY COMMODITIES TRI | NIFTY Service Sector TRI |
Turn Over | 65% | 29% |
Expense Ratio | 2.52 | 1.94 |
Manager | Pradeep Kesavan | Rohit Seksaria |
ISIN Code | INF200K01339 | INF903JA1EX7 |
Exits Load | SBI Magnum COMMA Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 | Sundaram Services 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 | SBI Comma Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Month | 3.51% | 2.4% |
6 Month | 16.67% | 19.31% |
1 Year | -0.45% | 3.69% |
3 Year | 13.6% | 17.18% |
5 Year | 19.94% | 23.92% |
SIP Return Analysis
Scheme Name | SBI Comma Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
6 Month | 4.93% | 3.83% |
1 Year | 14.85% | 15.35% |
3 Year | 16.22% | 18.58% |
5 Year | 15.15% | 18.66% |
Rolling Lumpsum Returns
Scheme Name | SBI Comma Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Year | 8.84% | 18.83% |
3 Year | 11.77% | 22.01% |
5 Year | 10.89% | 21.89% |
Risk Management
Scheme Name | SBI Comma Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.20% | 12.57% |
Sharp | 0.51% | 0.78% |
Beta | 0.78% | 0.93% |
Alpha | 1.28% | 5.81% |
Fund Managers
Scheme Name | SBI Comma Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Name | Pradeep Kesavan | Rohit Seksaria |
Total AUM | ₹434274 Cr | ₹0 Cr |
Funds Managed | 43 | 15 |
SBI Comma Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
Market Cap
Scheme Name |
SBI Comma Fund - Regular Plan - Growth |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 3.99 | 13.45 |
Large Cap | 51.34 | 52.33 |
Small Cap | 28.14 | 26.68 |
Mid Cap | 16.53 | 7.53 |
Sector Allocation
Scheme Name |
SBI Comma Fund - Regular Plan - Growth |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 3.99 | 6.01 |
Energy | 26.35 | 4.88 |
Basic Materials | 48.82 | - |
Financial Services | 2.1 | 37.6 |
Consumer Cyclical | 3.39 | 13.19 |
Consumer Defensive | 6.56 | - |
Utilities | 8.78 | - |
Technology | - | 6.41 |
Communication Services | - | 15.8 |
Healthcare | - | 8.47 |
Industrials | - | 6.09 |
Real Estate | - | 1.56 |
Top Comparisons
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
3Y Returns8.85%
LIC MF CONSERVATIVE HYBRID FUND-Growth
3Y Returns6.23%
Bandhan Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.09%
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
3Y Returns7%
ICICI Prudential Savings Fund - Growth
3Y Returns7.66%
Aditya Birla Sun Life Low Duration Fund - Growth Plan
3Y Returns6.85%
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns7.44%
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns7.35%