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) ₹1092 Cr ₹3875 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 01 Jul 2021 01 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 2.14 1.89
Manager Vinayak Jayanath Rohit Seksaria
ISIN Code INF846K011A2 INF903JA1EX7
Exits Load Axis Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 Axis Quant Fund - Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth
1 Month -4.99% -3.53%
6 Month -7.81% 1.06%
1 Year 5.18% 13.71%
3 Year 11.05% 14.06%
5 Year - 19.62%

SIP Return Analysis

Scheme Name Axis Quant Fund - Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth
6 Month - -
1 Year -6.27% 9.8%
3 Year 14.26% 19.07%
5 Year - 21.72%

Rolling Lumpsum Returns

Scheme Name Axis Quant Fund - Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth
1 Year 16.88% 20.51%
3 Year 17.26% 23%
5 Year - 21.77%

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 5.56
Large Cap 65.9 43.98
Mid Cap 21.53 16.69
Small Cap 9.55 33.76

Sector Allocation

Scheme Name

Axis Quant Fund - Regular Plan - Growth

Sundaram Services Fund Regular Plan - Growth

Others 2.49 5.56
Energy 11.77 -
Healthcare 10.16 -
Construction 7.41 -
Financial 23.09 -
Consumer Staples 6.8 -
Capital Goods 6.49 -
Services 4.97 -
Automobile 12.59 -
Materials 5.8 -
Chemicals 1.8 -
Communication 1.27 -
Technology 3.81 -
Insurance 1.55 3.41
Petroleum Products - 4.5
IT - Services - 3.17
Finance - 12.08
Banks - 18.71
Healthcare Services - 7.29
Capital Markets - 6.55
IT - Software - 6.49
Telecom - Services - 10.37
Transport Services - 1.75
Entertainment - 1.72
Realty - 1.7
Leisure Services - 4.29
Consumer Durables - 3.57
Commercial Services & Supplies - 0.98
Financial Technology (Fintech) - 1.1
Retailing - 3.99
Transport Infrastructure - 1.46
Textiles & Apparels - 1.3

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