Sundaram Small Cap Fund Regular Plan vs Quant Small Cap Fund compare
Sundaram Small Cap Fund Regular Plan - Growth
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Fund | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3311 Cr | ₹25183 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 15 Feb 2005 | 30 Oct 1996 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 22% | % |
Expense Ratio | 1.97 | 1.6 |
Manager | Rohit Seksaria | Sanjeev Sharma |
ISIN Code | INF903J01470 | INF966L01AA0 |
Exits Load | Sundaram Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Month | 3.65% | 4.36% |
6 Month | 0.54% | -0.61% |
1 Year | 3.85% | -3.98% |
3 Year | 26.41% | 31.5% |
5 Year | 32.2% | 44.1% |
SIP Return Analysis
Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | 13.09% | 11.84% |
1 Year | 11.89% | 6.46% |
3 Year | 21.14% | 23.27% |
5 Year | 22.9% | 28.32% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Year | 15.61% | 10.37% |
3 Year | 17.89% | 10.4% |
5 Year | 15.53% | 10.21% |
Risk Management
Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 14.09% | 18.497% |
Sharp | 1.03% | 0.792% |
Beta | 0.77% | 0.929% |
Alpha | 1.81% | 1.342% |
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Fund Managers
Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Name | Rohit Seksaria | Sanjeev Sharma |
Total AUM | ₹0 Cr | ₹39731 Cr |
Funds Managed | 15 | 22 |
Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Sundaram Small Cap Fund Regular Plan - Growth |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 7.15 | 11.46 |
Small Cap | 84.85 | 65.66 |
Large Cap | 5.82 | 21.9 |
Mid Cap | 2.19 | 0.98 |
Sector Allocation
Scheme Name |
Sundaram Small Cap Fund Regular Plan - Growth |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 7.15 | 10.3 |
Capital Markets | 5.71 | - |
Auto Components | 6.14 | - |
IT - Services | 5.15 | - |
Industrial Manufacturing | 1.38 | - |
Construction | 2.48 | - |
Finance | 6.34 | - |
Retailing | 1.9 | - |
Banks | 8.29 | - |
Chemicals & Petrochemicals | 1.88 | - |
Consumer Durables | 7.22 | - |
IT - Software | 2.25 | - |
Pharmaceuticals & Biotechnology | 5.23 | - |
Agricultural Food & other Products | 2.11 | - |
Industrial Products | 8.21 | - |
Fertilizers & Agrochemicals | 2.28 | - |
Automobiles | 0.6 | - |
Healthcare Services | 4.62 | - |
Entertainment | 0.92 | - |
Gas | 1.23 | - |
Leisure Services | 3.32 | - |
Cement & Cement Products | 1.82 | - |
Other Consumer Services | 0.49 | - |
Electrical Equipment | 1.73 | - |
Insurance | 1.22 | - |
Personal Products | 1.09 | - |
Other Utilities | 1.46 | - |
Realty | 3.24 | - |
Transport Infrastructure | 1.69 | - |
Aerospace & Defense | 1.98 | - |
Textiles & Apparels | 0.88 | - |
Energy | - | 16.87 |
Consumer Defensive | - | 5 |
Healthcare | - | 13.96 |
Basic Materials | - | 8.94 |
Consumer Cyclical | - | 12.63 |
Financial Services | - | 15.17 |
Real Estate | - | 1.51 |
Industrials | - | 6.79 |
Technology | - | 3.15 |
Communication Services | - | 3.49 |
Utilities | - | 2.18 |
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