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) | ₹4429 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 | -2.76% | -2.12% |
6 Month | 11.51% | 6.14% |
1 Year | 10.35% | -11.22% |
3 Year | 19.51% | 23.84% |
5 Year | 25.66% | - |
SIP Return Analysis
Scheme Name | Sundaram Services Fund Regular Plan - Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
6 Month | 7.49% | 4.38% |
1 Year | 15.84% | 0.42% |
3 Year | 20.31% | 16.01% |
5 Year | 20.29% | - |
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 | 13.00% | 17.328% |
Sharp | 1.25% | 0.966% |
Beta | 0.91% | - |
Alpha | 6.26% | - |
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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 | 13.02 | 14.52 |
Large Cap | 51.38 | 71.65 |
Small Cap | 28.11 | 9.04 |
Mid Cap | 7.48 | 4.79 |
Sector Allocation
Scheme Name |
Sundaram Services Fund Regular Plan - Growth |
Quant Quantamental Fund Regular - Growth |
---|---|---|
Others | 6.48 | 14.52 |
Energy | 5.19 | 20.96 |
Technology | 6.65 | 0.99 |
Financial Services | 37.98 | 31.14 |
Consumer Cyclical | 12.41 | 8.11 |
Communication Services | 15.64 | 0.87 |
Healthcare | 7.99 | 3.8 |
Industrials | 6.04 | 5.82 |
Real Estate | 1.61 | 5.9 |
Utilities | - | 6.36 |
Basic Materials | - | 1.52 |
Consumer Defensive | - | 0 |
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