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) | ₹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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