Axis Quant Fund vs Sundaram Services Fund Regular Plan compare

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tortoise-icon Axis Quant Fund - Regular Plan - Growth

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tortoise-icon Sundaram Services Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Axis Quant Fund - Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth
Fund Axis 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) ₹1118 Cr ₹3632 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 30 Jun 2021 21 Sep 2018
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark BSE 200 NIFTY Service Sector TRI
Turn Over 126% 29%
Expense Ratio 2.17 1.89
Manager Vinayak Jayanath Rohit Seksaria
ISIN Code INF846K011A2 INF903JA1EX7
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Axis Quant Fund - Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth
1 Month 2.9% 2.72%
6 Month 14.95% 16.68%
1 Year 40.61% 33.57%
3 Year 18.21% 18.93%
5 Year - 24.52%

SIP Return Analysis

Scheme Name Axis Quant Fund - Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth
6 Month - -
1 Year 15.4% 10.89%
3 Year 37.08% 31.75%
5 Year 37.08% 74.85%

Rolling Lumpsum Returns

Scheme Name Axis Quant Fund - Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth
1 Year 16.43% 24.09%
3 Year 40.85% 59.58%
5 Year 40.85% 82.86%

Risk Management

Scheme Name Axis Quant Fund - Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth
Standard Deviation 13.17% 12.7%
Sharp 0.92% 0.94%
Beta 0.87% 0.83%
Alpha 1.26% 5.93%

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Fund Managers

Scheme Name Axis Quant Fund - Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth
Name Vinayak Jayanath Rohit Seksaria
Total AUM ₹0 Cr ₹0 Cr
Fund Manage 18 15
Axis Quant Fund - Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth

Market Cap

Scheme Name

Axis Quant Fund - Regular Plan - Growth

Sundaram Services Fund Regular Plan - Growth

Others 3.02 7
Large Cap 65.9 51.63
Mid Cap 21.53 11.6
Small Cap 9.55 29.79

Sector Allocation

Scheme Name

Axis Quant Fund - Regular Plan - Growth

Sundaram Services Fund Regular Plan - Growth

Others 2.49 1.68
Energy 11.77 6.24
Healthcare 10.16 6
Construction 7.41 1.48
Financial 23.09 38.91
Consumer Staples 6.8 -
Capital Goods 6.49 -
Services 4.97 15.44
Automobile 12.59 -
Materials 5.8 -
Chemicals 1.8 -
Communication 1.27 9.31
Technology 3.81 8.99
Insurance 1.55 3.89
Consumer Discretionary - 4.58
Textiles - 1.25
Unclassified - 2.25

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