Sundaram Small Cap Fund Regular Plan vs Quant Small Cap Fund compare

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Sundaram Small Cap Fund Regular Plan - Growth

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Quant Small Cap 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 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)	₹3168 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

Scheme Name	Sundaram Small Cap Fund Regular Plan - Growth	Quant Small Cap Fund Regular Growth
1 Month	5.71%	4.18%
6 Month	-4.01%	-6.44%
1 Year	5.11%	-3.76%
3 Year	26.08%	29.61%
5 Year	32.91%	46.14%

Scheme Name	Sundaram Small Cap Fund Regular Plan - Growth	Quant Small Cap Fund Regular Growth
6 Month	11.98%	8.95%
1 Year	9.91%	0.69%
3 Year	20.72%	21.41%
5 Year	22.78%	27.53%

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%

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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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

Scheme Name	Sundaram Small Cap Fund Regular Plan - Growth	Quant Small Cap Fund Regular Growth
Others	10.65	10.03
Small Cap	82.41	63.33
Large Cap	5.65	23.22
Mid Cap	2.01	3.42

Scheme Name	Sundaram Small Cap Fund Regular Plan - Growth	Quant Small Cap Fund Regular Growth
Others	10.65	9.23
Capital Markets	3.35	-
Auto Components	5.62	-
IT - Services	4.99	-
Industrial Manufacturing	1.22	-
Construction	2.37	-
Retailing	1.89	-
Banks	8.86	-
Chemicals & Petrochemicals	2.14	-
Consumer Durables	7.16	-
IT - Software	2.42	-
Pharmaceuticals & Biotechnology	5.38	-
Agricultural Food & other Products	2.13	-
Industrial Products	8.09	-
Fertilizers & Agrochemicals	2.12	-
Finance	6.48	-
Automobiles	0.58	-
Healthcare Services	4.5	-
Entertainment	0.95	-
Gas	1.31	-
Leisure Services	3.32	-
Cement & Cement Products	1.62	-
Other Consumer Services	0.97	-
Electrical Equipment	1.55	-
Insurance	0.83	-
Personal Products	1.26	-
Other Utilities	1.45	-
Realty	3.26	-
Transport Infrastructure	1.55	-
Aerospace & Defense	1.86	-
Textiles & Apparels	0.84	-
Energy	-	18.22
Consumer Defensive	-	5.01
Healthcare	-	13.56
Basic Materials	-	8.59
Financial Services	-	15.78
Consumer Cyclical	-	14.28
Real Estate	-	1.72
Industrials	-	4.46
Technology	-	2.85
Communication Services	-	3.92
Utilities	-	2.37