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) | ₹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 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Month | 7.69% | 6.78% |
6 Month | 0.21% | -2.6% |
1 Year | 7.56% | 0.87% |
3 Year | 24.48% | 27.96% |
5 Year | 36.18% | 50.2% |
SIP Return Analysis
Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | 6.93% | 4.88% |
1 Year | 3.3% | -4.33% |
3 Year | 19.95% | 22.06% |
5 Year | 22.7% | 28.72% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Year | 16.78% | 10.46% |
3 Year | 18.05% | 10.33% |
5 Year | 15.38% | 10.13% |
Risk Management
Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 14.09% | 18.497% |
Sharp | 0.69% | 0.792% |
Beta | 0.77% | 0.929% |
Alpha | 1.31% | 1.342% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 6.13 | 10.03 |
Small Cap | 84.96 | 63.33 |
Large Cap | 6.23 | 23.22 |
Mid Cap | 2.15 | 3.42 |
Sector Allocation
Scheme Name |
Sundaram Small Cap Fund Regular Plan - Growth |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 6.13 | 9.23 |
Capital Markets | 3.69 | - |
Auto Components | 6.36 | - |
Construction | 2.73 | - |
IT - Services | 5.03 | - |
Industrial Manufacturing | 1.28 | - |
Retailing | 1.73 | - |
Banks | 7.41 | - |
Chemicals & Petrochemicals | 2.82 | - |
Consumer Durables | 7.87 | - |
IT - Software | 2.54 | - |
Pharmaceuticals & Biotechnology | 5.55 | - |
Agricultural Food & other Products | 2.19 | - |
Industrial Products | 8.5 | - |
Fertilizers & Agrochemicals | 2.1 | - |
Finance | 6.93 | - |
Automobiles | 0.63 | - |
Healthcare Services | 4.43 | - |
Entertainment | 0.95 | - |
Gas | 1.22 | - |
Leisure Services | 3.57 | - |
Cement & Cement Products | 1.79 | - |
Other Consumer Services | 1.17 | - |
Electrical Equipment | 1.53 | - |
Insurance | 0.87 | - |
Personal Products | 1.21 | - |
Other Utilities | 1.4 | - |
Realty | 3.16 | - |
Transport Infrastructure | 1.56 | - |
Aerospace & Defense | 1.83 | - |
Textiles & Apparels | 0.79 | - |
Beverages | 0.5 | - |
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 |
Top Comparisons
Mahindra Manulife Consumption Fund- Regular Plan - Growth
3Y Returns19.67%
Mirae Asset Great Consumer Fund - Regular Plan - Growth option
3Y Returns21.27%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns14.91%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns16.03%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns30.19%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns21.73%
Kotak Bluechip Fund - Growth
3Y Returns19.15%
Edelweiss Large Cap Fund - Regular Plan - Growth Option
3Y Returns19.37%