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) | ₹3394 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 | -4.13% | -3.34% |
6 Month | 17.24% | 13.99% |
1 Year | 0.4% | -6.94% |
3 Year | 20.55% | 25.66% |
5 Year | 27.97% | 35.61% |
SIP Return Analysis
Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | 4.12% | 2.29% |
1 Year | 3.55% | -2% |
3 Year | 16.3% | 16.6% |
5 Year | 19.44% | 23.41% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Year | 15.05% | 10.28% |
3 Year | 18.08% | 10.43% |
5 Year | 15.62% | 10.27% |
Risk Management
Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 14.09% | 18.497% |
Sharp | 1.04% | 0.792% |
Beta | 0.77% | 0.929% |
Alpha | 1.1% | 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 | 7.93 | 8.54 |
Small Cap | 85.57 | 67.91 |
Large Cap | 5.53 | 22.76 |
Mid Cap | 0.97 | 0.8 |
Sector Allocation
Scheme Name |
Sundaram Small Cap Fund Regular Plan - Growth |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 5.89 | 3.95 |
Financial Services | 19.02 | 19.4 |
Consumer Cyclical | 20.38 | 13.37 |
Communication Services | 5.23 | 3.05 |
Industrials | 19.06 | 6.88 |
Basic Materials | 8.13 | 9.18 |
Technology | 3.41 | 2.66 |
Healthcare | 11.84 | 14.44 |
Consumer Defensive | 3.24 | 4.9 |
Utilities | 1.15 | 3.05 |
Real Estate | 2.66 | 2.92 |
Energy | - | 16.22 |
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