- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Quant Fund vs Sundaram Services Fund Regular Plan compare
Tata Quant Fund-Regular Plan-Growth
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Fund | Tata Quant Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹66 Cr | ₹4161 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 27 Jan 2020 | 01 Sep 2018 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 200 | NIFTY Service Sector TRI |
| Turn Over | 349.61% | 29% |
| Expense Ratio | 2.4 | 1.94 |
| Manager | Sailesh Jain | Rohit Seksaria |
| ISIN Code | INF277K016Y9 | INF903JA1EX7 |
| Exits Load | Tata Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Services 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 | Tata Quant Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -100% | 4.54% |
| 6 Month | -100% | 7.92% |
| 1 Year | -100% | 15.04% |
| 3 Year | -100% | 23.86% |
| 5 Year | -100% | 26.81% |
SIP Return Analysis
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -4.23% | 12.36% |
| 1 Year | -11.46% | 22.67% |
| 3 Year | 10.52% | 22.23% |
| 5 Year | 11.18% | 21.53% |
Rolling Lumpsum Returns
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.66% | 19.51% |
| 3 Year | 13.42% | 21.93% |
| 5 Year | 13.62% | 21.73% |
Risk Management
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.21% | 13.50% |
| Sharp | 0.361% | 0.94% |
| Beta | - | 0.91% |
| Alpha | - | 5.41% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Name | Sailesh Jain | Rohit Seksaria |
| Total AUM | ₹17041 Cr | ₹0 Cr |
| Funds Managed | 7 | 15 |
| Tata Quant Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.08 | 13.05 |
| Large Cap | 50.12 | 50.84 |
| Mid Cap | 43.8 | 7.77 |
| Small Cap | - | 28.34 |
Sector Allocation
| Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.08 | 6.88 |
| Industrials | 4.37 | 6.29 |
| Financial Services | 30.79 | 38 |
| Basic Materials | 16.68 | - |
| Consumer Cyclical | 4.12 | 12.47 |
| Technology | 18.74 | 6.53 |
| Utilities | 6.66 | - |
| Energy | 0.8 | 5.23 |
| Healthcare | 7.47 | 7.98 |
| Communication Services | 4.29 | 14.93 |
| Real Estate | - | 1.69 |
Top Comparisons
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns21.03%
Axis Global Innovation Fund of Fund - Regular Plan - Growth
3Y Returns20.88%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns20.34%
HSBC Large Cap Fund - Regular Growth
3Y Returns18.95%
Invesco India Corporate Bond Fund - Growth
3Y Returns7.62%
Axis Corporate Bond Fund - Regular Plan Growth
3Y Returns7.78%
Nippon India Money Market Fund-Growth Plan-Growth Option
3Y Returns7.52%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.53%
