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Sundaram Services Fund Regular Plan vs Quant ESG Equity Fund Regular compare

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tortoise-icon Sundaram Services Fund Regular Plan - Growth

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tortoise-icon Quant ESG Equity Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Sundaram Services Fund Regular Plan - Growth Quant ESG Equity Fund Regular - Growth
Fund Sundaram Services Fund Regular Plan - Growth Quant ESG Equity Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3793 Cr ₹288 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 01 Sep 2018 05 Nov 2020
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY Service Sector TRI NIFTY 100 ESG TRI
Turn Over 29% %
Expense Ratio 1.94 2.42
Manager Rohit Seksaria Sanjeev Sharma
ISIN Code INF903JA1EX7 INF966L01AB8
Exits Load Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Sundaram Services Fund Regular Plan - Growth Quant ESG Equity Fund Regular - Growth
1 Month 1.8% 2.94%
6 Month 5.73% -2.81%
1 Year 17.87% -0.37%
3 Year 20.89% 19.22%
5 Year 28.95% -

SIP Return Analysis

Scheme Name Sundaram Services Fund Regular Plan - Growth Quant ESG Equity Fund Regular - Growth
6 Month 8.2% 4.88%
1 Year 14.86% -4.71%
3 Year 20.78% 15.65%
5 Year 21.02% -

Rolling Lumpsum Returns

Scheme Name Sundaram Services Fund Regular Plan - Growth Quant ESG Equity Fund Regular - Growth
1 Year 20.46% 24.8%
3 Year 22.46% 29.82%
5 Year 21.59% -

Risk Management

Scheme Name Sundaram Services Fund Regular Plan - Growth Quant ESG Equity Fund Regular - Growth
Standard Deviation 13.733% 18.756%
Sharp 0.606% 0.643%
Beta - 1.112%
Alpha - 6.426%

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Fund Managers

Scheme Name Sundaram Services Fund Regular Plan - Growth Quant ESG Equity Fund Regular - Growth
Name Rohit Seksaria Sanjeev Sharma
Total AUM ₹0 Cr ₹39731 Cr
Funds Managed 15 22
Sundaram Services Fund Regular Plan - Growth Quant ESG Equity Fund Regular - Growth

Market Cap

Scheme Name

Sundaram Services Fund Regular Plan - Growth

Quant ESG Equity Fund Regular - Growth

Others 9.97 13.27
Large Cap 50.92 45.01
Small Cap 28.8 20.43
Mid Cap 10.3 21.29

Sector Allocation

Scheme Name

Sundaram Services Fund Regular Plan - Growth

Quant ESG Equity Fund Regular - Growth

Others 6.38 13.27
Energy 5.11 9.56
Technology 7.92 3.22
Consumer Cyclical 12.78 6.97
Communication Services 15.5 -
Financial Services 37.21 32.57
Healthcare 7.46 19.88
Industrials 5.77 -
Real Estate 1.87 -
Consumer Defensive - 8.79
Utilities - 5.74

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