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Sundaram Services Fund Regular Plan vs Quant ESG Equity Fund Regular compare
Sundaram Services Fund Regular Plan - Growth
Quant ESG Equity Fund Regular - Growth
Chart Comparison
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 | 6.15% | 4.42% |
| 6 Month | 0.55% | -9.61% |
| 1 Year | 14.49% | -1.25% |
| 3 Year | 17.36% | 14.78% |
| 5 Year | 26.89% | - |
SIP Return Analysis
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 6 Month | 4.73% | 0.32% |
| 1 Year | 7.76% | -12.46% |
| 3 Year | 18.91% | 14.01% |
| 5 Year | 20.32% | - |
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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