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

Link copied to clipboard!

tortoise-icon Sundaram Small Cap Fund Regular Plan - Growth

Invest Now

tortoise-icon Quant Small Cap Fund-Growth

Invest Now

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-Growth
Fund Sundaram Small Cap Fund Regular Plan - Growth Quant Small Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3333 Cr ₹22901 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 10 Feb 2005 24 Nov 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 1.93 1.62
Manager Rohit Seksaria Sanjeev Sharma
ISIN Code INF903J01470 INF966L01AA0
Exits Load For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 Exit load of 1% if redeemed within 1 year/365

Trailing Lumpsum Returns

Scheme Name Sundaram Small Cap Fund Regular Plan - Growth Quant Small Cap Fund-Growth
1 Month 8.67% 1.5%
6 Month 20.83% 17.99%
1 Year 39.62% 56.18%
3 Year 23.91% 32.65%
5 Year 30.62% 49.46%

SIP Return Analysis

Scheme Name Sundaram Small Cap Fund Regular Plan - Growth Quant Small Cap Fund-Growth
6 Month - -
1 Year 16.31% 24.73%
3 Year 48.22% 68.93%
5 Year 111.75% 208.85%

Rolling Lumpsum Returns

Scheme Name Sundaram Small Cap Fund Regular Plan - Growth Quant Small Cap Fund-Growth
1 Year 32.21% 53.72%
3 Year 81.53% 137.8%
5 Year 119.87% 222.2%

Risk Management

Scheme Name Sundaram Small Cap Fund Regular Plan - Growth Quant Small Cap Fund-Growth
Standard Deviation 14.09% 18.63%
Sharp 1.12% 1.2%
Beta 0.74% 0.93%
Alpha 2.08% 4.23%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Sundaram Small Cap Fund Regular Plan - Growth Quant Small Cap Fund-Growth
Name Rohit Seksaria Sanjeev Sharma
Total AUM ₹0 Cr ₹39731 Cr
Fund Manage 15 22
Sundaram Small Cap Fund Regular Plan - Growth Quant Small Cap Fund-Growth

Market Cap

Scheme Name

Sundaram Small Cap Fund Regular Plan - Growth

Quant Small Cap Fund-Growth

Small Cap 76.79 65.91
Large Cap 7.72 24.56
Others 6.79 9.51
Mid Cap 8.71 -

Sector Allocation

Scheme Name

Sundaram Small Cap Fund Regular Plan - Growth

Quant Small Cap Fund-Growth

Financial 24.44 24.78
Capital Goods 10.59 4.29
Others 2.48 2.66
Construction 6.33 8.84
Consumer Discretionary 5.01 -
Consumer Staples 6.04 6.04
Services 11.54 11.05
Unclassified 1.94 -
Healthcare 8.1 7.32
Materials 4.69 0.96
Technology 8.31 1.78
Metals & Mining 2.72 5.89
Chemicals 2.36 2.75
Automobile 3.14 1.79
Energy 1.2 13.24
Textiles 1.12 3.26
Communication - 3.64
Insurance - 1.69

Top Comparisons

HDFC Flexi Cap Fund - Growth Plan HDFC Flexi Cap Fund - Growth Plan

3Y Returns27.67%

VS

Canara Robeco Flexicap Fund - Regular Plan - Growth Option Canara Robeco Flexicap Fund - Regular Plan - Growth Option

3Y Returns14.08%

Compare Now

SBI Flexicap Fund - REGULAR PLAN -Growth Option SBI Flexicap Fund - REGULAR PLAN -Growth Option

3Y Returns13.88%

VS

DSP Flexi Cap Fund - Regular Plan - Growth DSP Flexi Cap Fund - Regular Plan - Growth

3Y Returns15.92%

Compare Now

Kotak Gold Fund Growth Kotak Gold Fund Growth

3Y Returns13.03%

VS

Aditya Birla Sun Life Gold Fund-Growth Aditya Birla Sun Life Gold Fund-Growth

3Y Returns13.66%

Compare Now

Kotak Bluechip Fund - Growth Kotak Bluechip Fund - Growth

3Y Returns16.49%

VS

Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option

3Y Returns13.9%

Compare Now
Request call back
Add to Cart Successfully