Sundaram Services Fund Regular Plan vs Quant Quantamental Fund Regular compare
Sundaram Services Fund Regular Plan - Growth
Quant Quantamental Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Fund | Sundaram Services Fund Regular Plan - Growth | Quant Quantamental Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4426 Cr | ₹2122 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 Sep 2018 | 20 Apr 2021 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Service Sector TRI | NIFTY 200 TRI |
| Turn Over | 29% | % |
| Expense Ratio | 1.94 | 2 |
| Manager | Rohit Seksaria | Sanjeev Sharma |
| ISIN Code | INF903JA1EX7 | INF966L01AH5 |
| 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 Quantamental 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 Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Month | 3.28% | 1.81% |
| 6 Month | 9.2% | 8.03% |
| 1 Year | 9.96% | -1.77% |
| 3 Year | 18.06% | 20.14% |
| 5 Year | 24.85% | - |
SIP Return Analysis
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.29% | 0.9% |
| 1 Year | 10.83% | 7.68% |
| 3 Year | 16.01% | 12.21% |
| 5 Year | 16.85% | - |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Year | 18.31% | 23.61% |
| 3 Year | 21.8% | 26.26% |
| 5 Year | 22.06% | - |
Risk Management
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.46% | 17.328% |
| Sharp | 0.88% | 0.966% |
| Beta | 0.97% | - |
| Alpha | 5.88% | - |
Fund Managers
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant Quantamental 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 Quantamental Fund Regular - Growth |
Market Cap
| Scheme Name |
Sundaram Services Fund Regular Plan - Growth |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 14.21 | 43.02 |
| Large Cap | 51.59 | 50.9 |
| Small Cap | 26.9 | 1.78 |
| Mid Cap | 7.3 | 4.3 |
Sector Allocation
| Scheme Name |
Sundaram Services Fund Regular Plan - Growth |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 6.1 | 30.55 |
| Energy | 4.72 | 18.69 |
| Technology | 6.96 | 0.88 |
| Financial Services | 36.62 | 16.85 |
| Consumer Cyclical | 13.34 | 5.85 |
| Communication Services | 15.64 | 0.9 |
| Healthcare | 8.51 | 4.3 |
| Industrials | 6.49 | 6.83 |
| Real Estate | 1.61 | 5.91 |
| Utilities | - | 9.25 |
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