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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 | ₹4367 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% | -0.7% |
| 6 Month | -100% | 14.43% |
| 1 Year | -100% | 10.51% |
| 3 Year | -100% | 18.09% |
| 5 Year | -100% | 24.73% |
SIP Return Analysis
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -4.23% | 3.9% |
| 1 Year | -11.46% | 9.58% |
| 3 Year | 10.52% | 17.6% |
| 5 Year | 11.18% | 18.41% |
Rolling Lumpsum Returns
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.45% | 18.83% |
| 3 Year | 13.52% | 22.01% |
| 5 Year | 13.06% | 21.89% |
Risk Management
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.21% | 12.53% |
| Sharp | 0.361% | 0.96% |
| Beta | - | 0.93% |
| Alpha | - | 5.92% |
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 | 13.45 |
| Large Cap | 50.12 | 52.33 |
| Mid Cap | 43.8 | 7.53 |
| Small Cap | - | 26.68 |
Sector Allocation
| Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.08 | 6.01 |
| Industrials | 4.37 | 6.09 |
| Financial Services | 30.79 | 37.6 |
| Basic Materials | 16.68 | - |
| Consumer Cyclical | 4.12 | 13.19 |
| Technology | 18.74 | 6.41 |
| Utilities | 6.66 | - |
| Energy | 0.8 | 4.88 |
| Healthcare | 7.47 | 8.47 |
| Communication Services | 4.29 | 15.8 |
| Real Estate | - | 1.56 |
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