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Sundaram Services Fund Regular Plan vs Quant ESG Equity Fund Regular compare
Sundaram Services Fund Regular Plan - Growth
Quant ESG Integration Strategy Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Fund | Sundaram Services Fund Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹4333 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 Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Month | 2.69% | 3.87% |
| 6 Month | 17.73% | 13.68% |
| 1 Year | 5.87% | -13.5% |
| 3 Year | 17.52% | 13.2% |
| 5 Year | 24.34% | - |
SIP Return Analysis
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | 3.83% | 1.98% |
| 1 Year | 15.35% | 3.4% |
| 3 Year | 18.58% | 11.87% |
| 5 Year | 18.66% | - |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 18.83% | 21.51% |
| 3 Year | 22.01% | 27.16% |
| 5 Year | 21.89% | - |
Risk Management
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.57% | 18.756% |
| Sharp | 0.78% | 0.643% |
| Beta | 0.93% | 1.112% |
| Alpha | 5.81% | 6.426% |
Fund Managers
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant ESG Integration Strategy 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 Integration Strategy Fund Regular - Growth |
Market Cap
| Scheme Name |
Sundaram Services Fund Regular Plan - Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 13.45 | 17.05 |
| Large Cap | 52.33 | 56.62 |
| Small Cap | 26.68 | 19.96 |
| Mid Cap | 7.53 | 6.37 |
Sector Allocation
| Scheme Name |
Sundaram Services Fund Regular Plan - Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 6.01 | 13.28 |
| Energy | 4.88 | 0.44 |
| Technology | 6.41 | 6.68 |
| Financial Services | 37.6 | 30.3 |
| Consumer Cyclical | 13.19 | 12.42 |
| Communication Services | 15.8 | - |
| Healthcare | 8.47 | 6.37 |
| Industrials | 6.09 | - |
| Real Estate | 1.56 | 9.51 |
| Utilities | - | 12.75 |
| Consumer Defensive | - | 8.25 |
Top Comparisons
LIC MF Balanced Advantage Fund Regular - Growth
3Y Returns9.5%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns13.22%
DSP Overnight Fund - Regular Plan - Growth
3Y Returns6.39%
Sundaram Overnight Fund Regular Plan - Growth
3Y Returns6.35%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns23.83%
DSP World Energy Fund - Regular Plan - Growth
3Y Returns10.34%
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns19.57%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns13.94%
