Sundaram Services Fund Regular Plan vs Nippon India Quant Fund compare
Nippon India Quant Fund -Growth Plan - Growth Option
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Fund | Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹103 Cr | ₹4429 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 18 Apr 2008 | 01 Sep 2018 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 200 | NIFTY Service Sector TRI |
Turn Over | 119% | 29% |
Expense Ratio | 0.94 | 1.94 |
Manager | Ashutosh Bhargava | Rohit Seksaria |
ISIN Code | INF204K01760 | INF903JA1EX7 |
Exits Load | Nippon India Quant Fund - Growth charges 0.25% 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 | Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Month | -2.12% | -3.05% |
6 Month | 7.76% | 10.13% |
1 Year | -0.38% | 9.77% |
3 Year | 21.32% | 19.32% |
5 Year | 22.81% | 25.54% |
SIP Return Analysis
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
6 Month | 4.47% | 7.49% |
1 Year | 6.25% | 15.84% |
3 Year | 19.17% | 20.31% |
5 Year | 19.8% | 20.29% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Year | 11.68% | 18.83% |
3 Year | 11.62% | 22.01% |
5 Year | 11.87% | 21.89% |
Risk Management
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.02% | 13.00% |
Sharp | 1.35% | 1.25% |
Beta | 0.99% | 0.91% |
Alpha | 4.27% | 6.26% |
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Fund Managers
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Name | Ashutosh Bhargava | Rohit Seksaria |
Total AUM | ₹121448 Cr | ₹0 Cr |
Funds Managed | 12 | 15 |
Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 6.29 | 13.02 |
Large Cap | 75.96 | 51.38 |
Mid Cap | 17.75 | 7.48 |
Small Cap | - | 28.11 |
Sector Allocation
Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 1.58 | 6.48 |
Energy | 7.26 | 5.19 |
Technology | 6.52 | 6.65 |
Basic Materials | 8.61 | - |
Industrials | 13.4 | 6.04 |
Financial Services | 34.82 | 37.98 |
Consumer Cyclical | 9.58 | 12.41 |
Healthcare | 5.11 | 7.99 |
Utilities | 3.87 | - |
Consumer Defensive | 4.95 | - |
Communication Services | 4.31 | 15.64 |
Real Estate | - | 1.61 |
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