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) | ₹830 Cr | ₹4769 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 | -1.55% | -0.02% |
| 6 Month | 3.89% | 3.71% |
| 1 Year | 1.6% | 6.76% |
| 3 Year | 15.35% | 17.56% |
| 5 Year | 17.84% | 21.13% |
SIP Return Analysis
| Scheme Name | SBI Comma Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.82% | 2.25% |
| 1 Year | 14.78% | 16.99% |
| 3 Year | 14.13% | 17.38% |
| 5 Year | 13.41% | 17.33% |
Rolling Lumpsum Returns
| Scheme Name | SBI Comma Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.44% | 17.5% |
| 3 Year | 12.17% | 21.68% |
| 5 Year | 11.2% | 22.15% |
Risk Management
| Scheme Name | SBI Comma Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.34% | 12.45% |
| Sharp | 0.57% | 0.83% |
| Beta | 0.81% | 0.97% |
| Alpha | 1.04% | 5.72% |
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 | 5.29 | 14.11 |
| Large Cap | 50.74 | 51.8 |
| Small Cap | 26.57 | 26.9 |
| Mid Cap | 17.39 | 7.19 |
Sector Allocation
| Scheme Name |
SBI Comma Fund - Regular Plan - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.27 | 5.65 |
| Energy | 25.39 | 4.87 |
| Basic Materials | 51.96 | - |
| Financial Services | 1.85 | 37.57 |
| Consumer Cyclical | 3.93 | 12.45 |
| Consumer Defensive | 3.89 | - |
| Utilities | 9.71 | - |
| Technology | - | 7.44 |
| Communication Services | - | 16 |
| Healthcare | - | 7.95 |
| Industrials | - | 6.43 |
| Real Estate | - | 1.65 |
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