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) | ₹3793 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 | 3.45% | 3.31% |
6 Month | 1.82% | -2.34% |
1 Year | 16.05% | -7.68% |
3 Year | 22.78% | 27.51% |
5 Year | 27.11% | - |
SIP Return Analysis
Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
6 Month | 10.36% | 8.3% |
1 Year | 16.37% | 0.65% |
3 Year | 20.51% | 18.31% |
5 Year | 20.63% | - |
Rolling Lumpsum Returns
Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
1 Year | 19.51% | 26.08% |
3 Year | 21.93% | 27.24% |
5 Year | 21.73% | - |
Risk Management
Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
Standard Deviation | 13.733% | 17.328% |
Sharp | 0.606% | 0.966% |
Beta | - | - |
Alpha | - | - |
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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 | 9.97 | 20.63 |
Large Cap | 50.92 | 67.16 |
Small Cap | 28.8 | 7.29 |
Mid Cap | 10.3 | 4.91 |
Sector Allocation
Scheme Name |
Sundaram Services Fund Regular Plan - Growth |
Quant Quantamental Fund Regular - Growth |
---|---|---|
Others | 6.38 | 20.63 |
Energy | 5.11 | 12.94 |
Technology | 7.92 | - |
Consumer Cyclical | 12.78 | 5.52 |
Communication Services | 15.5 | 0.9 |
Financial Services | 37.21 | 25.04 |
Healthcare | 7.46 | 6.32 |
Industrials | 5.77 | 10.49 |
Real Estate | 1.87 | - |
Consumer Defensive | - | 9.85 |
Basic Materials | - | 1.38 |
Utilities | - | 6.93 |
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