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) | ₹100 Cr | ₹4333 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 | 2.24% | 2.4% |
6 Month | 14.32% | 19.31% |
1 Year | -0.16% | 3.69% |
3 Year | 19.41% | 17.18% |
5 Year | 22.54% | 23.92% |
SIP Return Analysis
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
6 Month | 3.7% | 3.83% |
1 Year | 11.31% | 15.35% |
3 Year | 18.17% | 18.58% |
5 Year | 18.76% | 18.66% |
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% | 12.57% |
Sharp | 0.93% | 0.78% |
Beta | 1% | 0.93% |
Alpha | 4.09% | 5.81% |
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 | 6.99 | 13.45 |
Large Cap | 76.26 | 52.33 |
Mid Cap | 16.75 | 7.53 |
Small Cap | - | 26.68 |
Sector Allocation
Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 1.04 | 6.01 |
Energy | 7.61 | 4.88 |
Technology | 8.41 | 6.41 |
Basic Materials | 5.99 | - |
Industrials | 13 | 6.09 |
Financial Services | 35.14 | 37.6 |
Healthcare | 5.31 | 8.47 |
Consumer Cyclical | 9.85 | 13.19 |
Consumer Defensive | 2.83 | - |
Utilities | 4.65 | - |
Real Estate | 2.01 | 1.56 |
Communication Services | 4.15 | 15.8 |
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