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

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tortoise-icon Sundaram Small Cap Fund Regular Plan - Growth

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tortoise-icon 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) ₹3450 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 -2.17% -2.84%
6 Month 1.18% -0.06%
1 Year -2.88% -6.5%
3 Year 19.46% 19.66%
5 Year 23.04% 29.53%

SIP Return Analysis

Scheme Name Sundaram Small Cap Fund Regular Plan - Growth Quant Small Cap Fund Regular Growth
6 Month -0.73% -1.76%
1 Year 10.98% 6.18%
3 Year 13.87% 12.56%
5 Year 16.95% 19.12%

Rolling Lumpsum Returns

Scheme Name Sundaram Small Cap Fund Regular Plan - Growth Quant Small Cap Fund Regular Growth
1 Year 14.39% 9.81%
3 Year 18.55% 10.55%
5 Year 15.79% 10.65%

Risk Management

Scheme Name Sundaram Small Cap Fund Regular Plan - Growth Quant Small Cap Fund Regular Growth
Standard Deviation 14.09% 18.497%
Sharp 0.88% 0.792%
Beta 0.77% 0.929%
Alpha 2.04% 1.342%

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 9.85 17.59
Small Cap 81.65 61.77
Large Cap 6.23 20.16
Mid Cap 2.26 0.48

Sector Allocation

Scheme Name

Sundaram Small Cap Fund Regular Plan - Growth

Quant Small Cap Fund Regular Growth

Others 7.44 10.33
Financial Services 18.65 17.45
Consumer Cyclical 19.13 12.17
Communication Services 5.41 2.86
Industrials 18.24 6.83
Basic Materials 8.49 7.7
Technology 4.38 2.42
Healthcare 11.99 13.88
Consumer Defensive 2.59 4.24
Utilities 1.09 3.13
Real Estate 2.58 2.48
Energy - 16.52

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