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Sundaram Services Fund Regular Plan vs Quant Quantamental Fund Regular compare

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tortoise-icon Sundaram Services Fund Regular Plan - Growth

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tortoise-icon Quant Quantamental 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 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) ₹4333 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 2.69% 1.39%
6 Month 17.73% 11.79%
1 Year 5.87% -11.59%
3 Year 17.52% 18.99%
5 Year 24.34% -

SIP Return Analysis

Scheme Name Sundaram Services Fund Regular Plan - Growth Quant Quantamental Fund Regular - Growth
6 Month 3.83% 1.59%
1 Year 15.35% 4.45%
3 Year 18.58% 13.77%
5 Year 18.66% -

Rolling Lumpsum Returns

Scheme Name Sundaram Services Fund Regular Plan - Growth Quant Quantamental Fund Regular - Growth
1 Year 18.83% 24.9%
3 Year 22.01% 27.02%
5 Year 21.89% -

Risk Management

Scheme Name Sundaram Services Fund Regular Plan - Growth Quant Quantamental Fund Regular - Growth
Standard Deviation 12.57% 17.328%
Sharp 0.78% 0.966%
Beta 0.93% -
Alpha 5.81% -

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 13.45 14.21
Large Cap 52.33 70.4
Small Cap 26.68 11.36
Mid Cap 7.53 4.03

Sector Allocation

Scheme Name

Sundaram Services Fund Regular Plan - Growth

Quant Quantamental Fund Regular - Growth

Others 6.01 14.21
Energy 4.88 20.44
Technology 6.41 0.76
Financial Services 37.6 32.44
Consumer Cyclical 13.19 8.35
Communication Services 15.8 0.87
Healthcare 8.47 4.03
Industrials 6.09 6.11
Real Estate 1.56 5.85
Basic Materials - 0.16
Utilities - 6.77

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